Charles Schwab
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Assets under management: 3.36 trillion USD (2017) Headquarters: San Francisco, California, United States CEO: Walter W Bettinger II Subsidiaries: OptionsXpress,
Charles Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Charles Schwab Salaries. You can even request information on how much does Charles Schwab pay if you want to. Learn about salaries, pros and cons of working for Charles Schwab directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
11,132 Charles Schwab employees in database. Find out everything there's to know about Charles Schwab employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab Employees
Employee
Years
Job
Industry
Ashley O'Brien Ashley O'Brien's Charles Schwab Experience June 2014 - August 2014
Job Backup and Recovery Administrator at General Motors
Industry Information Technology and Services
Experience
General Motors January 2015 - Present
Hollister Co. November 2009 - January 2015
Charles Schwab June 2014 - August 2014
Justice Just for Girls May 2009 - April 2011
Skills
Teamwork, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, English, HTML, Windows, Time Management, Microsoft SQL Server, Outlook, TFS, People Skills
Education
Texas State University-San Marcos 2012 — 2014
Bachelor's Degree, Computer Information Systems, Senior
Lone Star College System 2009 — 2012
Associate of Arts (A.A.), Business
General Motors January 2015 - Present
Hollister Co. November 2009 - January 2015
Charles Schwab June 2014 - August 2014
Justice Just for Girls May 2009 - April 2011
Skills
Teamwork, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, English, HTML, Windows, Time Management, Microsoft SQL Server, Outlook, TFS, People Skills
Education
Texas State University-San Marcos 2012 — 2014
Bachelor's Degree, Computer Information Systems, Senior
Lone Star College System 2009 — 2012
Associate of Arts (A.A.), Business
Bradley Leire Bradley Leire's Charles Schwab Experience 2000 - 2002
Job Director of Practice Development at Medical Home Team LLC
Industry Hospital & Health Care
Experience
Medical Home Team LLC June 2012 - Present
Odyssey Healthcare June 2008 - Present
MCR AMERICAN April 2007 - November 2008
Charles Schwab 2000 - 2002
Skills
Customer Service, Management, Pharmaceutical Sales, Sales Operations, Hospitals, Leadership, Sales Management, Public Speaking, Process Improvement, Budgets
Education
Long Island University, Southampton Campus 1991 — 1995
Medical Home Team LLC June 2012 - Present
Odyssey Healthcare June 2008 - Present
MCR AMERICAN April 2007 - November 2008
Charles Schwab 2000 - 2002
Skills
Customer Service, Management, Pharmaceutical Sales, Sales Operations, Hospitals, Leadership, Sales Management, Public Speaking, Process Improvement, Budgets
Education
Long Island University, Southampton Campus 1991 — 1995
Mark Stamper Mark Stamper's Charles Schwab Experience February 2014 - Present
Job Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2014 - Present
USAA September 2011 - February 2014
USAA September 2008 - September 2011
USAA July 2005 - September 2008
USAA May 2004 - July 2005
American Express Financial Advisors March 1996 - April 2004
East Baton Rouge Parish School System August 1990 - March 1996
Education
American College 2002 — 2004
CFP, ChFC, CLU, Financial Planning, Insurance, Investments
Louisiana State University 1984 — 1990
BA, History, Education
Charles Schwab February 2014 - Present
USAA September 2011 - February 2014
USAA September 2008 - September 2011
USAA July 2005 - September 2008
USAA May 2004 - July 2005
American Express Financial Advisors March 1996 - April 2004
East Baton Rouge Parish School System August 1990 - March 1996
Education
American College 2002 — 2004
CFP, ChFC, CLU, Financial Planning, Insurance, Investments
Louisiana State University 1984 — 1990
BA, History, Education
Rhiannon Bruni's Charles Schwab Experience June 2010 - September 2010
Job Copywriter at Metagenics
Industry Research
Experience
Metagenics June 2015 - Present
Sanford-Burnham Medical Research Institute January 2014 - June 2015
Salk Institute for Biological Studies February 2011 - January 2014
Charles Schwab June 2010 - September 2010
Common Sense Media August 2009 - June 2010
San Francisco State University February 2009 - February 2010
AIGA May 2009 - August 2009
Skills
Adobe Acrobat, Copywriting, Dreamweaver, PowerPoint, Microsoft Word, Photoshop, Microsoft Excel, Outlook, SEO, Training, Corporate Communications, Content Development, Accounting, Lesson Planning, Financial Services, Newsletters, Social Media, Press Releases, Social Media Marketing, Media Relations, Blogging, Event Management, Editing, Research, Nonprofits, Management, Leadership, Writing, Public Speaking, Microsoft Office, Publications, Web Content, Facebook, Event Planning, Public Relations, Strategy, Marketing Communications, Marketing, Proposal Writing, Community Outreach, Strategic Communications, Social Networking, Fundraising, Editorial, Twitter, Customer Service, Internal Communications, Strategic Planning, Storytelling, Video Production
Education
San Francisco State University 2009 — 2011
MA, English, 3.90
Lancaster University 2005 — 2008
BA Honors, English Literature
Metagenics June 2015 - Present
Sanford-Burnham Medical Research Institute January 2014 - June 2015
Salk Institute for Biological Studies February 2011 - January 2014
Charles Schwab June 2010 - September 2010
Common Sense Media August 2009 - June 2010
San Francisco State University February 2009 - February 2010
AIGA May 2009 - August 2009
Skills
Adobe Acrobat, Copywriting, Dreamweaver, PowerPoint, Microsoft Word, Photoshop, Microsoft Excel, Outlook, SEO, Training, Corporate Communications, Content Development, Accounting, Lesson Planning, Financial Services, Newsletters, Social Media, Press Releases, Social Media Marketing, Media Relations, Blogging, Event Management, Editing, Research, Nonprofits, Management, Leadership, Writing, Public Speaking, Microsoft Office, Publications, Web Content, Facebook, Event Planning, Public Relations, Strategy, Marketing Communications, Marketing, Proposal Writing, Community Outreach, Strategic Communications, Social Networking, Fundraising, Editorial, Twitter, Customer Service, Internal Communications, Strategic Planning, Storytelling, Video Production
Education
San Francisco State University 2009 — 2011
MA, English, 3.90
Lancaster University 2005 — 2008
BA Honors, English Literature
Carolyn Shearer's Charles Schwab Experience 2001 - February 2007
Job Project Manager at Metrodigi, Inc
Industry Marketing and Advertising
Experience
Metrodigi, Inc November 2013 - Present
Ryan Partnership August 2011 - July 2013
Charles Schwab 2001 - February 2007
Charles Schwab 1997 - 1999
Charles Schwab 1995 - 1997
SeniorNet 1994 - 1995
Skills
Project Management, MS Project, Cross-functional Team..., Team Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Resource Management, Product Management, Creative Direction, Program Management, Strategic Planning, Integrated Marketing, Marketing, Online Advertising, Digital Marketing, Advertising
Education
La Salle University 1981 — 1982
New Trier
Metrodigi, Inc November 2013 - Present
Ryan Partnership August 2011 - July 2013
Charles Schwab 2001 - February 2007
Charles Schwab 1997 - 1999
Charles Schwab 1995 - 1997
SeniorNet 1994 - 1995
Skills
Project Management, MS Project, Cross-functional Team..., Team Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Resource Management, Product Management, Creative Direction, Program Management, Strategic Planning, Integrated Marketing, Marketing, Online Advertising, Digital Marketing, Advertising
Education
La Salle University 1981 — 1982
New Trier
CHRIS CONGEMA, CFP® CHRIS CONGEMA, CFP®'s Charles Schwab Experience July 1995 - November 2005
Job Firm Principal & Wealth Advisor at Landmark Wealth Management, LLC
Industry Financial Services
Experience
Landmark Wealth Management, LLC March 2013 - Present
Fidelity Investments November 2005 - March 2013
Charles Schwab July 1995 - November 2005
Skills
Investments, Notary Public, Relationship Management, Retirement Planning, Strategic Financial..., Management, Series 7, Financial Services, Series 63, Financial Analysis, Small Business, Finance, High Net Worth..., Wealth Management, Mutual Funds
Education
Saint John's University 1986 — 1990
BS, Marketing
Long Island University, C.W. Post Campus
CERTIFICATE IN FINANCIAL PLANNING
Landmark Wealth Management, LLC March 2013 - Present
Fidelity Investments November 2005 - March 2013
Charles Schwab July 1995 - November 2005
Skills
Investments, Notary Public, Relationship Management, Retirement Planning, Strategic Financial..., Management, Series 7, Financial Services, Series 63, Financial Analysis, Small Business, Finance, High Net Worth..., Wealth Management, Mutual Funds
Education
Saint John's University 1986 — 1990
BS, Marketing
Long Island University, C.W. Post Campus
CERTIFICATE IN FINANCIAL PLANNING
Cynamon Scott's Charles Schwab Experience October 2010 - March 2011
Job Virtual HR Solutions/KinderJam Business Owner
Industry Marketing and Advertising
Experience
Sitel October 2014 - Present
KinderJam 2015 - Present
PODS April 2014 - May 2015
The Positive Happenings Foundation March 2012 - January 2014
CORESTAFF Services October 2011 - November 2012
AB Staffing Solutions January 2012 - May 2012
Express Employment Professionals March 2011 - June 2011
Charles Schwab October 2010 - March 2011
The ExecuSearch Group January 2009 - September 2010
Arthur Murray Dance Studio April 2008 - July 2008
Skills
Dance Instruction, Choreography, Dance, Resume Writing, Onboarding, Background Checks, Public Speaking, Customer Service, Microsoft Office, Word, Outlook, Customer Relations, Excel, Employee Relations, Administrative Support, Social Media, Scheduling, Healthcare, Fundraising, Mentoring, Office Management, Social Media Marketing, PowerPoint, Event Planning, Technical Recruiting, Writing, Coaching, Interviewing, Research, Problem Solving, Administration, Talent Acquisition, Negotiation, Data Entry, Account Management, Event Management, Non-profits, Hiring, Teaching, Team Leadership, Retail, Editing, Talent Management, Promotions, Payroll, Microsoft Excel, Recruiting, Microsoft Word, Human Resources, Temporary Staffing
Education
Liberty University 2015 — 2016
Master of Business Administration (MBA), Marketing
Mesa Community College 2014 — 2015
Certification, Project Management
Northern Arizona University 2012 — 2014
Bachelor's Degree, Interdisciplinary Studies-Public Management Emphasis
Mesa Community College 2013 — 2013
Certification, Organizational Leadership
Mesa Community College
Associate of Arts (AA), Interdisciplinary Studies
Sitel October 2014 - Present
KinderJam 2015 - Present
PODS April 2014 - May 2015
The Positive Happenings Foundation March 2012 - January 2014
CORESTAFF Services October 2011 - November 2012
AB Staffing Solutions January 2012 - May 2012
Express Employment Professionals March 2011 - June 2011
Charles Schwab October 2010 - March 2011
The ExecuSearch Group January 2009 - September 2010
Arthur Murray Dance Studio April 2008 - July 2008
Skills
Dance Instruction, Choreography, Dance, Resume Writing, Onboarding, Background Checks, Public Speaking, Customer Service, Microsoft Office, Word, Outlook, Customer Relations, Excel, Employee Relations, Administrative Support, Social Media, Scheduling, Healthcare, Fundraising, Mentoring, Office Management, Social Media Marketing, PowerPoint, Event Planning, Technical Recruiting, Writing, Coaching, Interviewing, Research, Problem Solving, Administration, Talent Acquisition, Negotiation, Data Entry, Account Management, Event Management, Non-profits, Hiring, Teaching, Team Leadership, Retail, Editing, Talent Management, Promotions, Payroll, Microsoft Excel, Recruiting, Microsoft Word, Human Resources, Temporary Staffing
Education
Liberty University 2015 — 2016
Master of Business Administration (MBA), Marketing
Mesa Community College 2014 — 2015
Certification, Project Management
Northern Arizona University 2012 — 2014
Bachelor's Degree, Interdisciplinary Studies-Public Management Emphasis
Mesa Community College 2013 — 2013
Certification, Organizational Leadership
Mesa Community College
Associate of Arts (AA), Interdisciplinary Studies
Frank Galea, CFA Frank Galea, CFA's Charles Schwab Experience 1997 - 2000
Job Compliance Officer
Industry Investment Management
Experience
TIAA-CREF May 2010 - Present
Each One Reach One May 2009 - April 2014
Charles Schwab Investment Management September 2006 - May 2010
Wells Fargo February 2001 - September 2006
Charles Schwab 1997 - 2000
The Share Group 1996 - 1997
Providian Bancorp 1995 - 1996
Prudential Financial 1993 - 1995
Earth Island Institute 1991 - 1992
Frontline Campaigns October 1988 - June 1991
Skills
Business Process, Leadership, Due Diligence, CRM, Alternative Investments, Access, Portfolio Management, Equities, Financial Risk, Management, Visio, Training, Process Improvement, Integration, Securities, Nonprofits, Mergers & Acquisitions, Investments, Mutual Funds, Vendor Management, SDLC, Asset Managment, Information Security, Finance, Trading, Records Management, Analysis, Chartered Financial..., Program Management, IT Audit, Financial Services, Strategic Financial..., Strategy, Start-ups, Project Management, Anti-bribery
Education
San Francisco State University 1987 — 1993
BS, Economics
Lycee Francais San Francisco 1983 — 1986
Baccalaureat, Economics and Social Science (French High School Diploma)
Landmark Education
Landmark Education
TIAA-CREF May 2010 - Present
Each One Reach One May 2009 - April 2014
Charles Schwab Investment Management September 2006 - May 2010
Wells Fargo February 2001 - September 2006
Charles Schwab 1997 - 2000
The Share Group 1996 - 1997
Providian Bancorp 1995 - 1996
Prudential Financial 1993 - 1995
Earth Island Institute 1991 - 1992
Frontline Campaigns October 1988 - June 1991
Skills
Business Process, Leadership, Due Diligence, CRM, Alternative Investments, Access, Portfolio Management, Equities, Financial Risk, Management, Visio, Training, Process Improvement, Integration, Securities, Nonprofits, Mergers & Acquisitions, Investments, Mutual Funds, Vendor Management, SDLC, Asset Managment, Information Security, Finance, Trading, Records Management, Analysis, Chartered Financial..., Program Management, IT Audit, Financial Services, Strategic Financial..., Strategy, Start-ups, Project Management, Anti-bribery
Education
San Francisco State University 1987 — 1993
BS, Economics
Lycee Francais San Francisco 1983 — 1986
Baccalaureat, Economics and Social Science (French High School Diploma)
Landmark Education
Landmark Education
Rasheeda Smith, MBA's Charles Schwab Experience October 2012 - Present
Job Senior Manager
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
Wilmington Trust/ M&T Bank October 2008 - October 2012
VWR January 2007 - October 2008
The Vanguard Group May 1999 - January 2007
Skills
Financial Services, Corporate Trust, Internal Audit, Banking, Sarbanes-Oxley Act, Auditing, Financial Analysis, Internal Controls, Sarbanes-Oxley, Strategic Financial..., Risk Management, Finance, Financial Risk
Education
Saint Joseph's University 2010 — 2012
MBA, International Business
Lincoln University 1998 — 2002
B.S., Accounting w/ minor in Computer Science
Charles Schwab October 2012 - Present
Wilmington Trust/ M&T Bank October 2008 - October 2012
VWR January 2007 - October 2008
The Vanguard Group May 1999 - January 2007
Skills
Financial Services, Corporate Trust, Internal Audit, Banking, Sarbanes-Oxley Act, Auditing, Financial Analysis, Internal Controls, Sarbanes-Oxley, Strategic Financial..., Risk Management, Finance, Financial Risk
Education
Saint Joseph's University 2010 — 2012
MBA, International Business
Lincoln University 1998 — 2002
B.S., Accounting w/ minor in Computer Science
Christina Jeeves Christina Jeeves's Charles Schwab Experience September 2013 - Present
Job Front End Developer at Charles Schwab
Industry Design
Experience
Charles Schwab September 2013 - Present
Freelance Designer May 2010 - Present
Intermedix January 2013 - August 2013
American Eagle Outfitters May 2012 - January 2013
Apple Retail December 2007 - August 2012
American Eagle Outfitters May 2010 - May 2012
Skills
Web Design, User Interface Design, User Experience, Graphic Design, Typography, Photoshop, CSS, XHTML, jQuery, Javascript, Layout, Illustrator, InDesign, Apple Aperture, Photography, Dreamweaver, Illustration
Education
La Roche College 2006 — 2010
Bachelor of Science (BS), Graphic Design
Charles Schwab September 2013 - Present
Freelance Designer May 2010 - Present
Intermedix January 2013 - August 2013
American Eagle Outfitters May 2012 - January 2013
Apple Retail December 2007 - August 2012
American Eagle Outfitters May 2010 - May 2012
Skills
Web Design, User Interface Design, User Experience, Graphic Design, Typography, Photoshop, CSS, XHTML, jQuery, Javascript, Layout, Illustrator, InDesign, Apple Aperture, Photography, Dreamweaver, Illustration
Education
La Roche College 2006 — 2010
Bachelor of Science (BS), Graphic Design
William Taggart William Taggart's Charles Schwab Experience June 2010 - June 2011
Job Business Anlayst at Allegis Global Solutions
Industry Staffing and Recruiting
Experience
Allegis Global Solutions December 2014 - Present
ManpowerGroup October 2013 - December 2014
ManpowerGroup July 2012 - October 2013
Peace Catalyst International January 2011 - September 2012
Fisher Arizona, LLC October 2011 - July 2012
Charles Schwab June 2010 - June 2011
Blue Ridge Insurance Services September 2009 - May 2010
Nationwide Insurance December 2008 - June 2009
Walmart October 2007 - July 2008
Skills
Microsoft Excel, MS Excel Pivot Tables, Project Management, PeopleSoft, ERP Oracle, Finance, Training, Program Development, Staff Development, Management, Microsoft Office, Data Analysis, Customer Service, Event Management, Nonprofits, Volunteer Management, Budgets, Leadership, Community Outreach, Adobe Creative Suite
Education
Liberty University 2005 — 2010
Bachelor of Arts (B.A.), Finance, General
Liberty University 2005 — 2010
Bachelor's Degree in Business Finance, Finance, General
Allegis Global Solutions December 2014 - Present
ManpowerGroup October 2013 - December 2014
ManpowerGroup July 2012 - October 2013
Peace Catalyst International January 2011 - September 2012
Fisher Arizona, LLC October 2011 - July 2012
Charles Schwab June 2010 - June 2011
Blue Ridge Insurance Services September 2009 - May 2010
Nationwide Insurance December 2008 - June 2009
Walmart October 2007 - July 2008
Skills
Microsoft Excel, MS Excel Pivot Tables, Project Management, PeopleSoft, ERP Oracle, Finance, Training, Program Development, Staff Development, Management, Microsoft Office, Data Analysis, Customer Service, Event Management, Nonprofits, Volunteer Management, Budgets, Leadership, Community Outreach, Adobe Creative Suite
Education
Liberty University 2005 — 2010
Bachelor of Arts (B.A.), Finance, General
Liberty University 2005 — 2010
Bachelor's Degree in Business Finance, Finance, General
Lit Li's Charles Schwab Experience August 1999 - Present
Job Senior Software Developer, Tech Lead
Industry Financial Services
Experience
Charles Schwab August 1999 - Present
Bank of America January 1997 - August 1999
Skills
Web Services, SOA, Java Enterprise Edition, Java, Oracle, SQL, Software Development, Spring, JavaScript, Red Hat Linux, WebSphere Application..., Agile Methodologies, XML, Toplink, JSP, Requirements Analysis, Databases, JMS
Education
Louisiana Tech University
Master of Science (M.S.)
Huazhong University of Science & Technology
Bachelor of Science (B.S.)
Charles Schwab August 1999 - Present
Bank of America January 1997 - August 1999
Skills
Web Services, SOA, Java Enterprise Edition, Java, Oracle, SQL, Software Development, Spring, JavaScript, Red Hat Linux, WebSphere Application..., Agile Methodologies, XML, Toplink, JSP, Requirements Analysis, Databases, JMS
Education
Louisiana Tech University
Master of Science (M.S.)
Huazhong University of Science & Technology
Bachelor of Science (B.S.)
Jonathon Wall Jonathon Wall's Charles Schwab Experience March 2011 - June 2012
Job Recruiting Sales Execs at Zignal Labs
Industry Human Resources
Experience
The Cassillon Group, Inc. July 2004 - Present
Zignal Labs February 2015 - Present
salesforce.com July 2014 - January 2015
ServiceSource June 2012 - July 2014
Charles Schwab March 2011 - June 2012
Gilead Sciences July 2009 - March 2011
Risk Management Solutions November 2006 - April 2009
FormFactor July 2005 - November 2006
Applied Biosystems 2004 - 2005
ERG Transit Systems via DirectFit / TekSystems October 2002 - July 2004
Skills
Talent Acquisition, Human Resources, Software, Financial Services, Solar Energy, Sales, Marketing, Semiconductors, Biotechnology, Insurance, Applicant Tracking..., Technical Recruiting, Executive Search, Recruiting, Training, Product Management, Screening Resumes, Leadership, Strategy, CRM, Personnel Management, Talent Management, College Recruiting, Sourcing, Start-ups, Interviews, Employer Branding, Management, Consulting, Employee Benefits, Hiring, Networking, Change Management, Temporary Placement, Onboarding, Search
Education
Lewis-Clark State College 1992 — 1998
BS
The Cassillon Group, Inc. July 2004 - Present
Zignal Labs February 2015 - Present
salesforce.com July 2014 - January 2015
ServiceSource June 2012 - July 2014
Charles Schwab March 2011 - June 2012
Gilead Sciences July 2009 - March 2011
Risk Management Solutions November 2006 - April 2009
FormFactor July 2005 - November 2006
Applied Biosystems 2004 - 2005
ERG Transit Systems via DirectFit / TekSystems October 2002 - July 2004
Skills
Talent Acquisition, Human Resources, Software, Financial Services, Solar Energy, Sales, Marketing, Semiconductors, Biotechnology, Insurance, Applicant Tracking..., Technical Recruiting, Executive Search, Recruiting, Training, Product Management, Screening Resumes, Leadership, Strategy, CRM, Personnel Management, Talent Management, College Recruiting, Sourcing, Start-ups, Interviews, Employer Branding, Management, Consulting, Employee Benefits, Hiring, Networking, Change Management, Temporary Placement, Onboarding, Search
Education
Lewis-Clark State College 1992 — 1998
BS
Art Siebert Art Siebert's Charles Schwab Experience April 1999 - July 2008
Job Owner at SJAM LLC
Industry Individual & Family Services
Experience
SJAM LLC August 2014 - Present
SecondCenter Fiduciary December 2012 - Present
Covered California November 2013 - April 2014
New York Life Insurance Company December 2012 - February 2013
Merrill Lynch December 2008 - February 2009
Charles Schwab April 1999 - July 2008
United States Army Reserve 1971 - 1999
Skills
Life, Health, Property..., Financial Services..., Medical/Hospital..., University Teaching, Trusts, Financial Analysis, Public Speaking, Finance, Securities, Nonprofits, Strategic Planning, Investments, Management, Bonds, Leadership, Mutual Funds, Financial Planning, Retirement Planning
Education
California State University, Fullerton 2012 — 2012
Certificate, Professional Fiduciary and Conservator
UC Berkeley 1971 — 1976
Doctor of Philosophy (PhD), Zoology/Animal Biology, Ph.D.
LSU 1968 — 1971
Bachelor of Science (BS), Zoology/Animal Biology
SJAM LLC August 2014 - Present
SecondCenter Fiduciary December 2012 - Present
Covered California November 2013 - April 2014
New York Life Insurance Company December 2012 - February 2013
Merrill Lynch December 2008 - February 2009
Charles Schwab April 1999 - July 2008
United States Army Reserve 1971 - 1999
Skills
Life, Health, Property..., Financial Services..., Medical/Hospital..., University Teaching, Trusts, Financial Analysis, Public Speaking, Finance, Securities, Nonprofits, Strategic Planning, Investments, Management, Bonds, Leadership, Mutual Funds, Financial Planning, Retirement Planning
Education
California State University, Fullerton 2012 — 2012
Certificate, Professional Fiduciary and Conservator
UC Berkeley 1971 — 1976
Doctor of Philosophy (PhD), Zoology/Animal Biology, Ph.D.
LSU 1968 — 1971
Bachelor of Science (BS), Zoology/Animal Biology
Robert Kircher Robert Kircher's Charles Schwab Experience February 1998 - October 2001
Job Experienced IT Professional, Systems Development Manager, and Business Solutions Architiect
Industry Information Technology and Services
Experience
MUFG Americas April 2002 - Present
Charles Schwab February 1998 - October 2001
Pacific Bell / SBC January 1997 - January 1998
Bank of California November 1995 - January 1997
Bank of America November 1992 - November 1995
Security Pacific National Bank February 1981 - November 1992
Morris Plan Thrift and Loan February 1977 - December 1980
Skills
COBOL, JCL, Mergers, CICS, SDLC, Disaster Recovery, Integration, Financial Services, MS Project, IT Management, Software Development, Mainframe, Project Management, Visio, Team Leadership, Microsoft Office 2007, Banking, Loan Servicing, Commercial Lending, PMO, Enterprise Architecture, Finance, Project Portfolio..., Process Improvement, Risk Management, Business Analysis, Access, Business Process, SQL, Program Management, Management, SOA, DB2, Credit, Availability, Microsoft Excel, Software Project..., Project Delivery, Requirements Gathering, Mergers & Acquisitions, Information Technology, IT Strategy, Requirements Analysis, Vendor Management, Commercial Lending..., Excel, Production Availability..., Business Requirements, PMP, SharePoint
Education
Los Angeles Pierce College 1983 — 1986
Management Information Systems, Computer Science, Accounting, and Business Law
Thousand Oaks High School 1971 — 1973
MUFG Americas April 2002 - Present
Charles Schwab February 1998 - October 2001
Pacific Bell / SBC January 1997 - January 1998
Bank of California November 1995 - January 1997
Bank of America November 1992 - November 1995
Security Pacific National Bank February 1981 - November 1992
Morris Plan Thrift and Loan February 1977 - December 1980
Skills
COBOL, JCL, Mergers, CICS, SDLC, Disaster Recovery, Integration, Financial Services, MS Project, IT Management, Software Development, Mainframe, Project Management, Visio, Team Leadership, Microsoft Office 2007, Banking, Loan Servicing, Commercial Lending, PMO, Enterprise Architecture, Finance, Project Portfolio..., Process Improvement, Risk Management, Business Analysis, Access, Business Process, SQL, Program Management, Management, SOA, DB2, Credit, Availability, Microsoft Excel, Software Project..., Project Delivery, Requirements Gathering, Mergers & Acquisitions, Information Technology, IT Strategy, Requirements Analysis, Vendor Management, Commercial Lending..., Excel, Production Availability..., Business Requirements, PMP, SharePoint
Education
Los Angeles Pierce College 1983 — 1986
Management Information Systems, Computer Science, Accounting, and Business Law
Thousand Oaks High School 1971 — 1973
Cassey Saunders Cassey Saunders's Charles Schwab Experience May 2008 - September 2008
Job Global Buyer at Columbia Sportswear
Industry Marketing and Advertising
Experience
Columbia Sportswear February 2011 - Present
Wells Fargo Bank, N.A. July 2009 - February 2011
Charles Schwab May 2008 - September 2008
State Farm Insurance Agency May 2007 - September 2007
Skills
Customer Service, Process Improvement, Management, Marketing, Team Leadership, Time Management, Event Planning, Social Networking, Public Relations, Public Speaking, Analysis, Cross-functional Team..., Supply Chain Management, Business Process..., Sourcing, Retail, Inventory Management, Advertising, Brand Management, Merchandising
Education
Linfield College 2005 — 2009
2009, Business Marketing and Mass Communications
Columbia Sportswear February 2011 - Present
Wells Fargo Bank, N.A. July 2009 - February 2011
Charles Schwab May 2008 - September 2008
State Farm Insurance Agency May 2007 - September 2007
Skills
Customer Service, Process Improvement, Management, Marketing, Team Leadership, Time Management, Event Planning, Social Networking, Public Relations, Public Speaking, Analysis, Cross-functional Team..., Supply Chain Management, Business Process..., Sourcing, Retail, Inventory Management, Advertising, Brand Management, Merchandising
Education
Linfield College 2005 — 2009
2009, Business Marketing and Mass Communications
Elsa Moreck's Charles Schwab Experience February 2015 - Present
Job Account Solutions Representative at Charles Schwab
Industry Writing and Editing
Experience
Charles Schwab February 2015 - Present
Wilhelmina Models November 2014 - Present
DoubleScope Films March 2014 - Present
Freelance Fashion Model September 2009 - Present
Philip Morris International March 2014 - August 2014
Red Bull June 2013 - July 2014
Youth Center of Zama, Japan May 2008 - July 2008
Red Cross Youth February 2007 - February 2008
US Army Medical Activity Command, Japan March 2007 - 2008
Skills
Trade Marketing, Customer Insight, Shopper Marketing, Brand Equity, Brand Management, Marketing Strategy, Consumer Insight, Brand Development, Marketing Communications, Marketing Research, Marketing, Integrated Marketing, Market Research, CRM, PowerPoint, Social Media, Sales, Teamwork, Advertising, Public Relations, Team Leadership, Management, Social Media Marketing, Microsoft Office
Education
Lebanese American University 2009 — 2013
Bachelor's Degree, Business Administration and Management, General, Marketing
Lebanese American University 2009 — 2013
Bachelor's Degree, Psychology
Charles Schwab February 2015 - Present
Wilhelmina Models November 2014 - Present
DoubleScope Films March 2014 - Present
Freelance Fashion Model September 2009 - Present
Philip Morris International March 2014 - August 2014
Red Bull June 2013 - July 2014
Youth Center of Zama, Japan May 2008 - July 2008
Red Cross Youth February 2007 - February 2008
US Army Medical Activity Command, Japan March 2007 - 2008
Skills
Trade Marketing, Customer Insight, Shopper Marketing, Brand Equity, Brand Management, Marketing Strategy, Consumer Insight, Brand Development, Marketing Communications, Marketing Research, Marketing, Integrated Marketing, Market Research, CRM, PowerPoint, Social Media, Sales, Teamwork, Advertising, Public Relations, Team Leadership, Management, Social Media Marketing, Microsoft Office
Education
Lebanese American University 2009 — 2013
Bachelor's Degree, Business Administration and Management, General, Marketing
Lebanese American University 2009 — 2013
Bachelor's Degree, Psychology
Wendy Skoch Hart's Charles Schwab Experience October 2013 - Present
Job Manager Marketing Production Services
Industry Marketing and Advertising
Experience
Charles Schwab October 2013 - Present
Magley & Associates (contract position at Charles Schwab) October 2012 - October 2013
CVS Caremark Corporation (contract position via Aquent) December 2011 - October 2012
Benefit Advisors Network (BAN) October 2010 - December 2011
MetLife May 2007 - October 2010
MetLife December 1998 - May 2007
The A.M. Best Company September 1997 - December 1998
The A.M. Best Company May 1996 - September 1997
The A.M. Best Company August 1995 - May 1996
Avery Dennison August 1993 - May 1995
Skills
Direct Marketing, Budget Management, Vendor Management, Project Management, Account Management, Marketing, Sales, Management, Budgets, Marketing Strategy, Product Marketing, Leadership, Team Building, Analytics, Marketing Management, New Business Development, Sales Operations, Strategic Planning, Strategy, Marketing Communications, Insurance, Process Improvement, Email Marketing
Education
Lehigh University 2008 — 2012
Graduate Certification, Project Management
Purdue University 1988 — 1992
BA, Communications/Public Relations, English, Italian
Wickliffe High School
Charles Schwab October 2013 - Present
Magley & Associates (contract position at Charles Schwab) October 2012 - October 2013
CVS Caremark Corporation (contract position via Aquent) December 2011 - October 2012
Benefit Advisors Network (BAN) October 2010 - December 2011
MetLife May 2007 - October 2010
MetLife December 1998 - May 2007
The A.M. Best Company September 1997 - December 1998
The A.M. Best Company May 1996 - September 1997
The A.M. Best Company August 1995 - May 1996
Avery Dennison August 1993 - May 1995
Skills
Direct Marketing, Budget Management, Vendor Management, Project Management, Account Management, Marketing, Sales, Management, Budgets, Marketing Strategy, Product Marketing, Leadership, Team Building, Analytics, Marketing Management, New Business Development, Sales Operations, Strategic Planning, Strategy, Marketing Communications, Insurance, Process Improvement, Email Marketing
Education
Lehigh University 2008 — 2012
Graduate Certification, Project Management
Purdue University 1988 — 1992
BA, Communications/Public Relations, English, Italian
Wickliffe High School
Valerie Thurston Valerie Thurston's Charles Schwab Experience January 2014 - Present
Job Operation Support Technician at The Cheesecake Factory
Industry Hospitality
Experience
Charles Schwab January 2014 - Present
The Cheesecake Factory September 2007 - December 2013
Education
Le Cordon Bleu College of Culinary Arts-Scottsdale 2007 — 2010
Bachelor's degree, Hospitality Administration/Management
Charles Schwab January 2014 - Present
The Cheesecake Factory September 2007 - December 2013
Education
Le Cordon Bleu College of Culinary Arts-Scottsdale 2007 — 2010
Bachelor's degree, Hospitality Administration/Management
Tobias Bonds Tobias Bonds's Charles Schwab Experience 2000 - 2002
Job Service Technician at Diebold
Industry Electrical/Electronic Manufacturing
Experience
Diebold September 2015 - Present
BNSF Railway December 2014 - May 2015
BNSF Railway January 2014 - May 2015
Diebold 2011 - 2013
Diebold 2006 - 2011
Verizon 2006 - 2006
Casino Arizona 2003 - 2005
Charles Schwab 2000 - 2002
Bank One Ballpark 1999 - 2000
BNSF Railway 1998 - 1999
Skills
Troubleshooting, Military, Microsoft SQL Server, Help Desk Support, Team Leadership, Customer Support, SharePoint Designer, Satellite Communications, Radar, Crypto, Networking, Computer Hardware, Security, SharePoint, Operations Management, Hardware, Databases, Process Improvement, Technical Support, Software Documentation, Integration, Vendor Management, Project Management, Program Management
Education
Rio Salado College 2009 — 2014
Working torward Associates in Applied Science in Computer Technology
Le Cordon Bleu College of Culinary Arts-Scottsdale 2002 — 2003
Associates in Applied Science in Le Cordon Bleu Culinary Arts
Diebold September 2015 - Present
BNSF Railway December 2014 - May 2015
BNSF Railway January 2014 - May 2015
Diebold 2011 - 2013
Diebold 2006 - 2011
Verizon 2006 - 2006
Casino Arizona 2003 - 2005
Charles Schwab 2000 - 2002
Bank One Ballpark 1999 - 2000
BNSF Railway 1998 - 1999
Skills
Troubleshooting, Military, Microsoft SQL Server, Help Desk Support, Team Leadership, Customer Support, SharePoint Designer, Satellite Communications, Radar, Crypto, Networking, Computer Hardware, Security, SharePoint, Operations Management, Hardware, Databases, Process Improvement, Technical Support, Software Documentation, Integration, Vendor Management, Project Management, Program Management
Education
Rio Salado College 2009 — 2014
Working torward Associates in Applied Science in Computer Technology
Le Cordon Bleu College of Culinary Arts-Scottsdale 2002 — 2003
Associates in Applied Science in Le Cordon Bleu Culinary Arts
Kristen L O'Brien Kristen L O'Brien's Charles Schwab Experience May 2015 - Present
Job Vice President, Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Charles Schwab Bank March 2013 - April 2015
BMO Harris Bank November 2008 - March 2013
Harris Bank April 2007 - November 2008
Centier Bank 2005 - April 2007
Centier Bank 2003 - 2005
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Banking
Education
Almeda University
B.A., Business Management
Lansing Community College
Bank Administration and Marketing
Charles Schwab May 2015 - Present
Charles Schwab Bank March 2013 - April 2015
BMO Harris Bank November 2008 - March 2013
Harris Bank April 2007 - November 2008
Centier Bank 2005 - April 2007
Centier Bank 2003 - 2005
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Banking
Education
Almeda University
B.A., Business Management
Lansing Community College
Bank Administration and Marketing
Jon Ekoniak Jon Ekoniak's Charles Schwab Experience 2015 - Present
Job Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab 2015 - Present
IHS January 2014 - November 2014
Oracle 2003 - January 2014
Piper Jaffray 1999 - 2002
Robertson Stephens 1997 - 1999
U.S. Peace Corps March 1993 - May 1995
Andersen Consulting (Accenture) 1989 - 1993
Skills
Strategy, Enterprise Software, Product Marketing, Business Development, Analytics, SaaS, Leadership, Strategic Partnerships, Sales Enablement, Business Strategy, Product Management, Marketing Strategy, Consulting, Financial Modeling, Social Media, Sales Management, Customer Experience, Strategy Development, Offshore Operations, Venture Capital, Equity Research, Investments, Social Marketing, Acquisitions
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Loyola Marymount University 1985 — 1989
BBA, Finance & Economics, Magna Cum Laude
Charles Schwab 2015 - Present
IHS January 2014 - November 2014
Oracle 2003 - January 2014
Piper Jaffray 1999 - 2002
Robertson Stephens 1997 - 1999
U.S. Peace Corps March 1993 - May 1995
Andersen Consulting (Accenture) 1989 - 1993
Skills
Strategy, Enterprise Software, Product Marketing, Business Development, Analytics, SaaS, Leadership, Strategic Partnerships, Sales Enablement, Business Strategy, Product Management, Marketing Strategy, Consulting, Financial Modeling, Social Media, Sales Management, Customer Experience, Strategy Development, Offshore Operations, Venture Capital, Equity Research, Investments, Social Marketing, Acquisitions
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Loyola Marymount University 1985 — 1989
BBA, Finance & Economics, Magna Cum Laude
jason goldtrap jason goldtrap's Charles Schwab Experience November 2010 - Present
Job Entertainment Professional
Industry Entertainment
Experience
Charles Schwab November 2010 - Present
AppleOne Temporary Employment Services May 2006 - October 2010
US Census Bureau April 2010 - July 2010
Tour guide/Admin Asst February 2004 - May 2006
Walt Disney World October 1999 - December 2003
Primus Automotive Financial Services February 1995 - October 1998
M. Lee Smith Publications August 1990 - January 1993
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Graphic Design, Creative Writing, Adobe Creative Suite, Premiere, Windows 7, Windows Movie Maker, Leadership, Team Leadership, Leadership Development, Teaching, Statistical Data..., Public Speaking, Tourism
Education
Lipscomb University 1986 — 1992
Lipscomb University
BA- Bachelor of Arts, History & Mass Communication
Charles Schwab November 2010 - Present
AppleOne Temporary Employment Services May 2006 - October 2010
US Census Bureau April 2010 - July 2010
Tour guide/Admin Asst February 2004 - May 2006
Walt Disney World October 1999 - December 2003
Primus Automotive Financial Services February 1995 - October 1998
M. Lee Smith Publications August 1990 - January 1993
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Graphic Design, Creative Writing, Adobe Creative Suite, Premiere, Windows 7, Windows Movie Maker, Leadership, Team Leadership, Leadership Development, Teaching, Statistical Data..., Public Speaking, Tourism
Education
Lipscomb University 1986 — 1992
Lipscomb University
BA- Bachelor of Arts, History & Mass Communication
Lionel Claxton Lionel Claxton's Charles Schwab Experience 2000 - 2008
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
UBS Financial June 2008 - July 2012
Charles Schwab 2000 - 2008
Morgan Stanley 1999 - 2000
Education
PDI/ University of North Texas 2009 — 2010
CFP
Los Angeles Pierce College
Finance
Fidelity Investments 2012 - Present
UBS Financial June 2008 - July 2012
Charles Schwab 2000 - 2008
Morgan Stanley 1999 - 2000
Education
PDI/ University of North Texas 2009 — 2010
CFP
Los Angeles Pierce College
Finance
Nancy Balcer Novak, CFP's Charles Schwab Experience September 2006 - December 2010
Job AVP Private Client Relationship Manager at PNC Bank in Homer Glen, IL
Industry Financial Services
Experience
PNC BANK December 2010 - Present
USANA 2008 - Present
Charles Schwab September 2006 - December 2010
DPWN 2009 - 2010
Fifth Third Securities March 2000 - September 2006
Citibank/ Citicorp Investment Services 1987 - 2000
Education
Wright 2007 — 2015
Personal Growth
College of Financial Planning 1994 — 1996
Financial Planning
Lewis University 1972 — 1976
BA, Business Administration
PNC BANK December 2010 - Present
USANA 2008 - Present
Charles Schwab September 2006 - December 2010
DPWN 2009 - 2010
Fifth Third Securities March 2000 - September 2006
Citibank/ Citicorp Investment Services 1987 - 2000
Education
Wright 2007 — 2015
Personal Growth
College of Financial Planning 1994 — 1996
Financial Planning
Lewis University 1972 — 1976
BA, Business Administration
Joe Gallucci Joe Gallucci's Charles Schwab Experience September 2000 - June 2001
Job Account Manager at Staples Business Advantage
Industry Business Supplies and Equipment
Experience
Staples Business Advantage February 2002 - Present
Charles Schwab September 2000 - June 2001
Carnegie Investment Services February 1998 - September 2000
Education
La Salle University 1990 — 1994
Staples Business Advantage February 2002 - Present
Charles Schwab September 2000 - June 2001
Carnegie Investment Services February 1998 - September 2000
Education
La Salle University 1990 — 1994
Howie Krauth Howie Krauth's Charles Schwab Experience 1993 - 2002
Job ETL Developer Timmaron Group
Industry Management Consulting
Experience
HAK Capital October 2014 - Present
Timmaron Group 2015 - 2015
New York University August 2011 - May 2014
IO Practiceware October 2012 - October 2013
Domestic Securities June 2006 - June 2011
Domestic Securities June 2006 - May 2011
Charles Schwab & Co., Inc January 1993 - January 2002
Charles Schwab 1993 - 2002
Schwab Capital Markets L.L.C. (formerly Mayer Schweitzer Inc.) 1993 - 2002
Schonfeld Group 1992 - 1992
Skills
Market Making, Equity Trading, Proprietary Trading, Trading Systems, Trading, Bloomberg, Equities, Series 7, Series 63, Hedge Funds, Financial Markets, Securities, Capital Markets, Stocks, Investment Banking, Trading Strategies, Electronic Trading, Traders, Options, ETFs, Portfolio Management, Asset Management, FX trading, Asset Allocation, Private Equity, Market Data, Derivatives, Technical Analysis, Financial Services, Hedging, Bonds, FINRA, Investment Advisory, Fixed Income, Equity Derivatives, Investments, Investment Strategies, Alternative Investments, Mutual Funds, Commodity, Equity Research, Series 24, FX Options, Prime Brokerage, Risk Management, Financial Risk, Wealth Management, Financial Modeling, Valuation, Emerging Markets
Education
Lehigh University 1987 — 1991
BS, Finance, General
Lehigh University 1987 — 1991
BS, Finance
Kinnelon High School 1983 — 1987
Diploma, It's a High School!!
HAK Capital October 2014 - Present
Timmaron Group 2015 - 2015
New York University August 2011 - May 2014
IO Practiceware October 2012 - October 2013
Domestic Securities June 2006 - June 2011
Domestic Securities June 2006 - May 2011
Charles Schwab & Co., Inc January 1993 - January 2002
Charles Schwab 1993 - 2002
Schwab Capital Markets L.L.C. (formerly Mayer Schweitzer Inc.) 1993 - 2002
Schonfeld Group 1992 - 1992
Skills
Market Making, Equity Trading, Proprietary Trading, Trading Systems, Trading, Bloomberg, Equities, Series 7, Series 63, Hedge Funds, Financial Markets, Securities, Capital Markets, Stocks, Investment Banking, Trading Strategies, Electronic Trading, Traders, Options, ETFs, Portfolio Management, Asset Management, FX trading, Asset Allocation, Private Equity, Market Data, Derivatives, Technical Analysis, Financial Services, Hedging, Bonds, FINRA, Investment Advisory, Fixed Income, Equity Derivatives, Investments, Investment Strategies, Alternative Investments, Mutual Funds, Commodity, Equity Research, Series 24, FX Options, Prime Brokerage, Risk Management, Financial Risk, Wealth Management, Financial Modeling, Valuation, Emerging Markets
Education
Lehigh University 1987 — 1991
BS, Finance, General
Lehigh University 1987 — 1991
BS, Finance
Kinnelon High School 1983 — 1987
Diploma, It's a High School!!
Charles Sherry's Charles Schwab Experience 2003 - 2009
Job Accomplished Financial Writer and Communication Specialist
Industry Financial Services
Experience
Financial Jumble, LLC February 2011 - Present
Horsesmouth February 2012 - Present
Blue Ocean Global Wealth January 2014 - Present
Financial Planning Association of Colorado January 2013 - Present
Janus Capital Group 2010 - 2011
Examiner 2009 - 2011
Charles Schwab 2003 - 2009
Charles Schwab 1996 - 2003
Schwab Institutional 1994 - 1996
Skills
Public Speaking, Economics, Thought Leadership, Research, Writing, Investments, Analysis, Newsletters, Blogging, Strategy, Press Releases, Financial Services, Management, Business Development, Editing, Finance, Project Management, Coaching, Policy, Media Relations, Microsoft Excel, Fundraising, Internal Communications, Entrepreneurship, Training, Strategic Financial..., Publishing, Strategic Planning, Small Business, Online Marketing, PowerPoint, Public Relations, Copywriting, Copy Editing, Portfolio Management, Strategic Communications, Social Media, Social Networking, Content Development, Marketing Strategy, Social Media Marketing, Mergers & Acquisitions, Email Marketing, Proofreading, Market Research, Journalism, Marketing, Leadership, Editorial, Technical Writing
Education
Louisiana State University
M.Sc., Finance; B.S. Economics
Financial Jumble, LLC February 2011 - Present
Horsesmouth February 2012 - Present
Blue Ocean Global Wealth January 2014 - Present
Financial Planning Association of Colorado January 2013 - Present
Janus Capital Group 2010 - 2011
Examiner 2009 - 2011
Charles Schwab 2003 - 2009
Charles Schwab 1996 - 2003
Schwab Institutional 1994 - 1996
Skills
Public Speaking, Economics, Thought Leadership, Research, Writing, Investments, Analysis, Newsletters, Blogging, Strategy, Press Releases, Financial Services, Management, Business Development, Editing, Finance, Project Management, Coaching, Policy, Media Relations, Microsoft Excel, Fundraising, Internal Communications, Entrepreneurship, Training, Strategic Financial..., Publishing, Strategic Planning, Small Business, Online Marketing, PowerPoint, Public Relations, Copywriting, Copy Editing, Portfolio Management, Strategic Communications, Social Media, Social Networking, Content Development, Marketing Strategy, Social Media Marketing, Mergers & Acquisitions, Email Marketing, Proofreading, Market Research, Journalism, Marketing, Leadership, Editorial, Technical Writing
Education
Louisiana State University
M.Sc., Finance; B.S. Economics
Ed Waller Ed Waller's Charles Schwab Experience June 2014 - Present
Job Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2014 - Present
Stetson University Compliance August 2013 - May 2014
Regency Centers June 2013 - July 2013
YMCA March 2011 - April 2013
Skills
Social Media, Marketing, Complex Problem Solving, Monitoring, Sales & Marketing..., Judgement &..., Active Listening, E-mail Marketing, Content Creation, Community Management, Critical Thinking, Computers & Electronics, Communication, Team Leadership, Customer Service, Fitness, Social Networking, Finance, Team Building, Time Management, Market Research
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
University of Innsbruck 2012 — 2012
Ponte Vedra High School 2008 — 2010
Nease High School 2006 — 2008
Charles Schwab June 2014 - Present
Stetson University Compliance August 2013 - May 2014
Regency Centers June 2013 - July 2013
YMCA March 2011 - April 2013
Skills
Social Media, Marketing, Complex Problem Solving, Monitoring, Sales & Marketing..., Judgement &..., Active Listening, E-mail Marketing, Content Creation, Community Management, Critical Thinking, Computers & Electronics, Communication, Team Leadership, Customer Service, Fitness, Social Networking, Finance, Team Building, Time Management, Market Research
Education
Stetson University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
University of Innsbruck 2012 — 2012
Ponte Vedra High School 2008 — 2010
Nease High School 2006 — 2008
Andrew Pianko Andrew Pianko's Charles Schwab Experience July 2014 - Present
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab August 2013 - Present
Charles Schwab October 2011 - Present
Pacers Sports & Entertainment May 2010 - August 2010
Philadelphia Flyers January 2010 - January 2010
Indianapolis Colts May 2009 - August 2009
Skills
Series 63, Series 7, Asset Management, Investments, Marketing, Insurance, Life Insurance, FINRA, Retirement, Retirement Planning, Fixed Annuities, Trading, Microsoft Office, Event Planning, Leadership, Microsoft Excel, Public Speaking, Management, Finance, Mutual Funds, Research, Customer Service, PowerPoint, Social Networking, Wealth Management, Financial Services, Securities, Sales, Asset Allocation, Financial Modeling, Financial Planning, Event Management, Equities, Data Analysis, Public Relations
Education
Lafayette College 2007 — 2011
Bachelor of Arts (B.A.), Economics and Business, Government and Law
Charles Schwab July 2014 - Present
Charles Schwab August 2013 - Present
Charles Schwab October 2011 - Present
Pacers Sports & Entertainment May 2010 - August 2010
Philadelphia Flyers January 2010 - January 2010
Indianapolis Colts May 2009 - August 2009
Skills
Series 63, Series 7, Asset Management, Investments, Marketing, Insurance, Life Insurance, FINRA, Retirement, Retirement Planning, Fixed Annuities, Trading, Microsoft Office, Event Planning, Leadership, Microsoft Excel, Public Speaking, Management, Finance, Mutual Funds, Research, Customer Service, PowerPoint, Social Networking, Wealth Management, Financial Services, Securities, Sales, Asset Allocation, Financial Modeling, Financial Planning, Event Management, Equities, Data Analysis, Public Relations
Education
Lafayette College 2007 — 2011
Bachelor of Arts (B.A.), Economics and Business, Government and Law
Barry Wadsworth Barry Wadsworth's Charles Schwab Experience January 1997 - October 2000
Job Java Developer at Apple Computer for TEKsystems
Industry Computer Software
Experience
TEKsystems March 2013 - Present
TEK Systems August 2010 - March 2013
Objective Systems Integrators January 2009 - January 2011
Parkview Health June 2005 - November 2008
DePuy Orthopaedics November 2000 - June 2005
Charles Schwab January 1997 - October 2000
Nanosphere International, Inc. June 1996 - October 2000
The Axean Group May 1996 - December 1996
Nestle April 1994 - May 1996
Stanford University May 1993 - April 1994
Skills
ASP.NET, VB.NET, Integration, SQL, Agile Methodologies, SDLC, CSS, HTML, Microsoft SQL Server, Enterprise Architecture, Data Architects, Spring, Spring Batch, Web Services, JAX-WS, Hibernate, JPA, D3, JavaScript, Java Enterprise Edition, Java, Oracle, PL/SQL, Data Warehousing, Data Modeling, IT Management, Maven, JMS, Project Management, C#, CareRadius, Weblogic, ClearCase, Subversion, Ant, Cross-functional Team..., Web Development, Team Building, Team Leadership, Team Management, Team Mentoring, Multi-cultural Team..., Database Design, Program Management, Databases, Software Development, Software Documentation
Education
Loyola Marymount University 2010 — 2010
Yoga Teacher Certification, Vinyasa Krama Yoga, Yoga Alliance Certified Instructor
University of California, Berkeley 1993 — 2000
Photography
San Francisco State University 1988 — 1990
Counseling and Art
National Taiwan Normal University 1985 — 1986
Mandarin Chinese
Maharishi University of Management 1978 — 1983
BFA, Fine Art - Environmental Art
TEKsystems March 2013 - Present
TEK Systems August 2010 - March 2013
Objective Systems Integrators January 2009 - January 2011
Parkview Health June 2005 - November 2008
DePuy Orthopaedics November 2000 - June 2005
Charles Schwab January 1997 - October 2000
Nanosphere International, Inc. June 1996 - October 2000
The Axean Group May 1996 - December 1996
Nestle April 1994 - May 1996
Stanford University May 1993 - April 1994
Skills
ASP.NET, VB.NET, Integration, SQL, Agile Methodologies, SDLC, CSS, HTML, Microsoft SQL Server, Enterprise Architecture, Data Architects, Spring, Spring Batch, Web Services, JAX-WS, Hibernate, JPA, D3, JavaScript, Java Enterprise Edition, Java, Oracle, PL/SQL, Data Warehousing, Data Modeling, IT Management, Maven, JMS, Project Management, C#, CareRadius, Weblogic, ClearCase, Subversion, Ant, Cross-functional Team..., Web Development, Team Building, Team Leadership, Team Management, Team Mentoring, Multi-cultural Team..., Database Design, Program Management, Databases, Software Development, Software Documentation
Education
Loyola Marymount University 2010 — 2010
Yoga Teacher Certification, Vinyasa Krama Yoga, Yoga Alliance Certified Instructor
University of California, Berkeley 1993 — 2000
Photography
San Francisco State University 1988 — 1990
Counseling and Art
National Taiwan Normal University 1985 — 1986
Mandarin Chinese
Maharishi University of Management 1978 — 1983
BFA, Fine Art - Environmental Art
Darryl Hendricks, Sr. Darryl Hendricks, Sr.'s Charles Schwab Experience 1995 - 1997
Job Director, Consumer Banking at Urban Partnership Bank
Industry Financial Services
Experience
Urban Partnership Bank September 2014 - Present
Citi 2003 - 2012
Citi 1999 - 2002
Citibank, N.A. 1998 - 1999
Charles Schwab 1995 - 1997
Charles Schwab 1991 - 1995
Citibank 1971 - 1991
Skills
Team Leadership, Sales Management, Growing Revenue, Business Transformation, Driving Results, Developing Talent, Team Building, Profitability..., Cross-functional Team..., Banking, Strategic Planning, Financial Services, Credit, Management, Leadership, Business Development, Loans, Operations Management, Retail Banking, Change Management, Executive Management, Relationship Management, Strategy, Mergers & Acquisitions, Sales, Financial Analysis, Investments, Customer Satisfaction, Credit Analysis, Sales Operations, Risk Management, Cash Management, Commercial Banking, Customer Service, Cross Selling, Portfolio Management, Mortgage Lending, Project Management, Contract Negotiation, Wealth Management, Finance, Credit Cards, Commercial Lending, Mutual Funds, Securities, Training, Turnaround Strategy, Customer Acquisition, Streamlining Operations, Business Process...
Education
Long Island University 1968 — 1971
Bachelor of Science, Education
Urban Partnership Bank September 2014 - Present
Citi 2003 - 2012
Citi 1999 - 2002
Citibank, N.A. 1998 - 1999
Charles Schwab 1995 - 1997
Charles Schwab 1991 - 1995
Citibank 1971 - 1991
Skills
Team Leadership, Sales Management, Growing Revenue, Business Transformation, Driving Results, Developing Talent, Team Building, Profitability..., Cross-functional Team..., Banking, Strategic Planning, Financial Services, Credit, Management, Leadership, Business Development, Loans, Operations Management, Retail Banking, Change Management, Executive Management, Relationship Management, Strategy, Mergers & Acquisitions, Sales, Financial Analysis, Investments, Customer Satisfaction, Credit Analysis, Sales Operations, Risk Management, Cash Management, Commercial Banking, Customer Service, Cross Selling, Portfolio Management, Mortgage Lending, Project Management, Contract Negotiation, Wealth Management, Finance, Credit Cards, Commercial Lending, Mutual Funds, Securities, Training, Turnaround Strategy, Customer Acquisition, Streamlining Operations, Business Process...
Education
Long Island University 1968 — 1971
Bachelor of Science, Education
Elizabeth Case Elizabeth Case's Charles Schwab Experience January 2001 - October 2004
Job Financial Services Executive
Industry Financial Services
Experience
Wells Fargo April 2005 - March 2011
Charles Schwab January 2001 - October 2004
Development Bank of Singapore (DBS) November 1999 - December 2000
Citi August 1989 - September 1999
Skills
Strategic Planning, Organizational..., Risk Management, Banking, Portfolio Management, Compliance, Governance, Financial Markets, Enterprise Risk..., Asset Management, Financial Analysis, Executive Management, Change Management, Management, Financial Services, Mergers & Acquisitions, Credit, Investments, AML, Securities
Education
Thunderbird School of Global Management
Masters International Management
Lewis and Clark College
Bachelor of Arts, International Affairs
Wells Fargo April 2005 - March 2011
Charles Schwab January 2001 - October 2004
Development Bank of Singapore (DBS) November 1999 - December 2000
Citi August 1989 - September 1999
Skills
Strategic Planning, Organizational..., Risk Management, Banking, Portfolio Management, Compliance, Governance, Financial Markets, Enterprise Risk..., Asset Management, Financial Analysis, Executive Management, Change Management, Management, Financial Services, Mergers & Acquisitions, Credit, Investments, AML, Securities
Education
Thunderbird School of Global Management
Masters International Management
Lewis and Clark College
Bachelor of Arts, International Affairs
Dean Marsan Dean Marsan's Charles Schwab Experience March 2014 - Present
Job Director, Information Reporting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Lloyds Banking Group January 2012 - November 2013
Deloitte Tax LLP June 2010 - June 2011
Lehman Brothers January 2003 - November 2008
Lehman Brothers January 2000 - November 2008
Lehman Brothers January 1995 - November 2008
Lehman Brothers October 1988 - November 2008
Whitman & Ransom December 1986 - September 1988
Carro, Spanbock, Kaster & Cuiffo November 1984 - January 1986
Bell Kalnick Beckman Klee & Greene September 1983 - October 1984
Skills
Tax, Tax Compliance, Hedge Funds, Securities, Risk, Tax Law, Tax Risk,..., Tax Law, Compliance, Financial Risk, Tax Advisory, Private Equity, FATCA, Corporate Tax, Risk Management, Financial Analysis, AML, Joint Ventures, Mergers & Acquisitions, Auditing, Restructuring, Corporate Finance, Investment Management, Accounting, Finance, Capital Markets, Due Diligence, International Tax, Cross-border..., Tax Accounting, Investments, Financial Structuring, Financial Services, Corporate Governance, Structured Finance, Banking, Internal Controls, SEC filings, Tax Research, Derivatives, Equities, Corporate Law, Mutual Funds, CPA, Management
Education
New York University School of Law 1984 — 1988
LL.M, Taxation
UNH School of Law 1979 — 1982
JD, Law
LIU Post 1977 — 1978
MS, Taxation
University of Maryland College Park 1972 — 1976
BS, Accounting
Charles Schwab March 2014 - Present
Lloyds Banking Group January 2012 - November 2013
Deloitte Tax LLP June 2010 - June 2011
Lehman Brothers January 2003 - November 2008
Lehman Brothers January 2000 - November 2008
Lehman Brothers January 1995 - November 2008
Lehman Brothers October 1988 - November 2008
Whitman & Ransom December 1986 - September 1988
Carro, Spanbock, Kaster & Cuiffo November 1984 - January 1986
Bell Kalnick Beckman Klee & Greene September 1983 - October 1984
Skills
Tax, Tax Compliance, Hedge Funds, Securities, Risk, Tax Law, Tax Risk,..., Tax Law, Compliance, Financial Risk, Tax Advisory, Private Equity, FATCA, Corporate Tax, Risk Management, Financial Analysis, AML, Joint Ventures, Mergers & Acquisitions, Auditing, Restructuring, Corporate Finance, Investment Management, Accounting, Finance, Capital Markets, Due Diligence, International Tax, Cross-border..., Tax Accounting, Investments, Financial Structuring, Financial Services, Corporate Governance, Structured Finance, Banking, Internal Controls, SEC filings, Tax Research, Derivatives, Equities, Corporate Law, Mutual Funds, CPA, Management
Education
New York University School of Law 1984 — 1988
LL.M, Taxation
UNH School of Law 1979 — 1982
JD, Law
LIU Post 1977 — 1978
MS, Taxation
University of Maryland College Park 1972 — 1976
BS, Accounting
Greg Comolli Greg Comolli's Charles Schwab Experience August 2006 - January 2014
Job Digital Advertising at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Charles Schwab August 2006 - January 2014
Team One Advertising January 2002 - August 2006
Team One Advertising January 2002 - August 2006
Skills
Advertising, Broadcast, Budgeting, Social Media, Digital Marketing, Strategy, Budgets, Media Planning, Market Research, Media Buying, Social Media Marketing, Email Marketing, Facebook, Digital Media, Integrated Marketing, Public Relations, Marketing Research, Marketing Communications, Customer Service, Online Advertising, Marketing Strategy, Marketing, Digital Strategy, Direct Marketing, Program Management
Education
Loyola Marymount University 1997 — 2001
Business, Marketing
Loyola Marymount University 1997 — 2001
Bachelor, Business Administration; Marketing
St. Ignatius College Prep 1993 — 1997
Wells Fargo January 2014 - Present
Charles Schwab August 2006 - January 2014
Team One Advertising January 2002 - August 2006
Team One Advertising January 2002 - August 2006
Skills
Advertising, Broadcast, Budgeting, Social Media, Digital Marketing, Strategy, Budgets, Media Planning, Market Research, Media Buying, Social Media Marketing, Email Marketing, Facebook, Digital Media, Integrated Marketing, Public Relations, Marketing Research, Marketing Communications, Customer Service, Online Advertising, Marketing Strategy, Marketing, Digital Strategy, Direct Marketing, Program Management
Education
Loyola Marymount University 1997 — 2001
Business, Marketing
Loyola Marymount University 1997 — 2001
Bachelor, Business Administration; Marketing
St. Ignatius College Prep 1993 — 1997
Brian Favorite Brian Favorite's Charles Schwab Experience 1995 - 1998
Job Graduate student at Broadcast Electronics Communications Arts program, San Francisco State University
Industry Media Production
Experience
Broadcast Electronics Communications Arts program, San Francisco State University September 2012 - Present
McKinley Elementary January 2012 - Present
Mercer Island School District August 2009 - June 2011
Favorite Filmworks 2009 - 2009
Peace Corps 2004 - 2006
MATE program 2003 - 2004
TechTV 1998 - 2001
QTV 1988 - 2001
Charles Schwab 1995 - 1998
Skills
Video Production, Editing, Video Editing, Video, Television, credentialed teacher, professional student
Education
EDGE program 2010 — 2010
Loyola Marymount University 1982 — 1986
BA, TV and FIlm Production
OLQA 1978 — 1981
San Francisco State University
Broadcast Electronics Communications Arts program, San Francisco State University September 2012 - Present
McKinley Elementary January 2012 - Present
Mercer Island School District August 2009 - June 2011
Favorite Filmworks 2009 - 2009
Peace Corps 2004 - 2006
MATE program 2003 - 2004
TechTV 1998 - 2001
QTV 1988 - 2001
Charles Schwab 1995 - 1998
Skills
Video Production, Editing, Video Editing, Video, Television, credentialed teacher, professional student
Education
EDGE program 2010 — 2010
Loyola Marymount University 1982 — 1986
BA, TV and FIlm Production
OLQA 1978 — 1981
San Francisco State University
Greg McGraime Greg McGraime's Charles Schwab Experience September 1997 - November 2001
Job Wealth Management Advisor Individual Advisory Services at TIAACREF
Industry Human Resources
Experience
TIAA-CREF July 2015 - Present
PricewaterhouseCoopers LLP August 2008 - July 2015
Financial Knowledge December 2005 - August 2008
JP Morgan Chase February 2002 - December 2005
Charles Schwab September 1997 - November 2001
Skills
Financial Analysis, Finance, Financial Planning, Investing, Retirement Planning, Insurance, Personal Tax Planning, Estate Planning, Public Speaking, Corporate Financial..., Corporate Executive..., Cash & Debt Management, Employer Benefits, High Net Worth...
Education
Oregon Health and Science University 1992 — 1993
Master of Science (MS), Engineering
Lafayette College 1988 — 1992
TIAA-CREF July 2015 - Present
PricewaterhouseCoopers LLP August 2008 - July 2015
Financial Knowledge December 2005 - August 2008
JP Morgan Chase February 2002 - December 2005
Charles Schwab September 1997 - November 2001
Skills
Financial Analysis, Finance, Financial Planning, Investing, Retirement Planning, Insurance, Personal Tax Planning, Estate Planning, Public Speaking, Corporate Financial..., Corporate Executive..., Cash & Debt Management, Employer Benefits, High Net Worth...
Education
Oregon Health and Science University 1992 — 1993
Master of Science (MS), Engineering
Lafayette College 1988 — 1992
Jatin Bal Jatin Bal's Charles Schwab Experience June 2000 - April 2009
Job QA and Automation Team Lead / Automation Architect / Manager
Industry Information Technology and Services
Experience
Wells Fargo April 2009 - Present
Charles Schwab June 2000 - April 2009
Skills
Unix, Quality Center, Agile Methodologies, SDLC, Software Project..., Software Quality..., Test Automation, SQL, Scrum, Requirements Analysis, Business Analysis, Oracle, Software Development, ClearQuest, SOA
Education
Lancaster University 1994 — 1997
Bachelor of Science
University of California, Berkeley
University of Mumbai
Wells Fargo April 2009 - Present
Charles Schwab June 2000 - April 2009
Skills
Unix, Quality Center, Agile Methodologies, SDLC, Software Project..., Software Quality..., Test Automation, SQL, Scrum, Requirements Analysis, Business Analysis, Oracle, Software Development, ClearQuest, SOA
Education
Lancaster University 1994 — 1997
Bachelor of Science
University of California, Berkeley
University of Mumbai
Nathan Swab Nathan Swab's Charles Schwab Experience November 2010 - August 2013
Job Financial Professional in Columbus, OH
Industry Financial Services
Experience
Charles Schwab November 2010 - August 2013
U.S. Bank September 2008 - November 2010
Skills
NASD Series 6,7,63, Series 7, Series 63, Retirement Planning, Mutual Funds, Investments, Portfolio Management, Securities, Retirement, Asset Allocation, Investment Advisory, Financial Services, Equities, Banking
Education
Liberty University 2010 — 2015
Finance, General
Charles Schwab November 2010 - August 2013
U.S. Bank September 2008 - November 2010
Skills
NASD Series 6,7,63, Series 7, Series 63, Retirement Planning, Mutual Funds, Investments, Portfolio Management, Securities, Retirement, Asset Allocation, Investment Advisory, Financial Services, Equities, Banking
Education
Liberty University 2010 — 2015
Finance, General
Michael Aquilino, CFP® Michael Aquilino, CFP®'s Charles Schwab Experience 2009 - 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2012 - Present
Charles Schwab 2009 - 2012
PNC 2008 - 2009
Ameriprise Financial Services, Inc. 2007 - 2008
Skills
Certified Financial..., Wealth Management, Retirement Planning
Education
Liberty University 2004 — 2008
Bachelor of Science (BS)
Fidelity Investments March 2012 - Present
Charles Schwab 2009 - 2012
PNC 2008 - 2009
Ameriprise Financial Services, Inc. 2007 - 2008
Skills
Certified Financial..., Wealth Management, Retirement Planning
Education
Liberty University 2004 — 2008
Bachelor of Science (BS)
Branko Banic Branko Banic's Charles Schwab Experience April 2015 - Present
Job Manager, Schwab Trading Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Charles Schwab November 2011 - April 2015
Brasol S.A January 2011 - August 2011
Bank of America November 2007 - February 2010
E-Trade Securities LLC January 2007 - November 2007
Winthrop University August 2005 - December 2006
Shiland Hills Racquet & Swim Club February 2004 - December 2006
MSI-Forks May 2006 - August 2006
Skills
Trading, Strategy, Mutual Funds, Management, Investments, Forecasting, Fixed Income, Financial Analysis, Equities, Derivatives, Analysis
Education
Winthrop University 2005 — 2006
MBA, Concentration in Finance
Limestone College 2000 — 2003
B.S., Management/Marketing
Charles Schwab April 2015 - Present
Charles Schwab November 2011 - April 2015
Brasol S.A January 2011 - August 2011
Bank of America November 2007 - February 2010
E-Trade Securities LLC January 2007 - November 2007
Winthrop University August 2005 - December 2006
Shiland Hills Racquet & Swim Club February 2004 - December 2006
MSI-Forks May 2006 - August 2006
Skills
Trading, Strategy, Mutual Funds, Management, Investments, Forecasting, Fixed Income, Financial Analysis, Equities, Derivatives, Analysis
Education
Winthrop University 2005 — 2006
MBA, Concentration in Finance
Limestone College 2000 — 2003
B.S., Management/Marketing
Karma Denyer's Charles Schwab Experience October 2010 - October 2011
Job OfficerUSBANK
Industry Financial Services
Experience
U.S. Bank January 2012 - Present
Charles Schwab October 2010 - October 2011
Edward Jones March 2010 - July 2010
First Place, Wachovia Temp Agency 2008 - 2009
Wachovia Bank, formerly World Savings 1998 - 2009
World Savings 1996 - 1999
World Savings 1994 - 1996
Citibank 1993 - 1994
World Savings 1989 - 1993
Home Federal Savings Bank 1987 - 1989
Skills
Banking
Education
Lesley University
Bachelor of Science, Education
U.S. Bank January 2012 - Present
Charles Schwab October 2010 - October 2011
Edward Jones March 2010 - July 2010
First Place, Wachovia Temp Agency 2008 - 2009
Wachovia Bank, formerly World Savings 1998 - 2009
World Savings 1996 - 1999
World Savings 1994 - 1996
Citibank 1993 - 1994
World Savings 1989 - 1993
Home Federal Savings Bank 1987 - 1989
Skills
Banking
Education
Lesley University
Bachelor of Science, Education
Lisa D'Aniello's Charles Schwab Experience June 2015 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab, Retirement Business Services January 2014 - May 2015
Fidelity Investments September 2005 - October 2013
Fidelity Investments Institutional Services (FIIS) ♦ 2009 - 2011
Fidelity Investments Institutional Services (FIIS) ♦ 2006 - 2009
Fidelity Investments Institutional Services (FIIS) ♦ 2005 - 2006
Putnam Investments 1995 - 2004
Skills
Project Management, Mutual Funds, Vendor Management, PMO, Market Research, Cross-functional Team..., Process Improvement, Business Development, Strategy, Relationship Management, Analytics, Financial Services, Management, Business Planning, Segmentation, Marketing, Business Analysis, Program Management, Portfolio Management, Forecasting, Executive Management
Education
University of Phoenix
M.B.A, Marketing
Lesley University
B.S, Management
Charles Schwab June 2015 - Present
Charles Schwab, Retirement Business Services January 2014 - May 2015
Fidelity Investments September 2005 - October 2013
Fidelity Investments Institutional Services (FIIS) ♦ 2009 - 2011
Fidelity Investments Institutional Services (FIIS) ♦ 2006 - 2009
Fidelity Investments Institutional Services (FIIS) ♦ 2005 - 2006
Putnam Investments 1995 - 2004
Skills
Project Management, Mutual Funds, Vendor Management, PMO, Market Research, Cross-functional Team..., Process Improvement, Business Development, Strategy, Relationship Management, Analytics, Financial Services, Management, Business Planning, Segmentation, Marketing, Business Analysis, Program Management, Portfolio Management, Forecasting, Executive Management
Education
University of Phoenix
M.B.A, Marketing
Lesley University
B.S, Management
Adam Brickner Adam Brickner's Charles Schwab Experience 1991 - 1995
Job Senior Equity Compliance Specialist at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC March 2011 - Present
Maxim Group October 2009 - April 2011
Hudson Securities 2003 - December 2009
Puglisi & Co. 2002 - 2003
Herzog Heine Geduld 1995 - 2003
Brokerage America January 2002 - December 2002
MERRILL LYNCH PIERCE FENNER & SMITH June 2001 - January 2002
Charles Schwab 1991 - 1995
Skills
Compliance, Equities, Capital Markets, Trading, Securities, Equity Trading, Institutional, Series 7, Investment Banking, Bloomberg, Series 63, Risk Management, Derivatives, Series 24, Trading Systems, Investments, Electronic Trading, Financial Services, ETFs, Trading Strategies, Hedge Funds, Stocks, Equity Research, Options, Financial Markets, Fixed Income, Portfolio Management, AML, Alternative Investments, Financial Risk, Asset Management, FINRA, Bonds, Financial Regulation, USA PATRIOT Act, Equity Derivatives, Mutual Funds, Due Diligence, Prime Brokerage, KYC, Investment Management, Investment Advisory, Securities Regulation, OFAC, Private Equity, IPO, Emerging Markets, Structured Products, SEC, Broker-Dealer
Education
Long Island University, C.W. Post Campus 1984 — 1986
Bachelor of Science (B.S.), Finance, General
Commack HS South 1977 — 1981
High School
University of Notre Dame - Mendoza College of Business
Brean Capital, LLC March 2011 - Present
Maxim Group October 2009 - April 2011
Hudson Securities 2003 - December 2009
Puglisi & Co. 2002 - 2003
Herzog Heine Geduld 1995 - 2003
Brokerage America January 2002 - December 2002
MERRILL LYNCH PIERCE FENNER & SMITH June 2001 - January 2002
Charles Schwab 1991 - 1995
Skills
Compliance, Equities, Capital Markets, Trading, Securities, Equity Trading, Institutional, Series 7, Investment Banking, Bloomberg, Series 63, Risk Management, Derivatives, Series 24, Trading Systems, Investments, Electronic Trading, Financial Services, ETFs, Trading Strategies, Hedge Funds, Stocks, Equity Research, Options, Financial Markets, Fixed Income, Portfolio Management, AML, Alternative Investments, Financial Risk, Asset Management, FINRA, Bonds, Financial Regulation, USA PATRIOT Act, Equity Derivatives, Mutual Funds, Due Diligence, Prime Brokerage, KYC, Investment Management, Investment Advisory, Securities Regulation, OFAC, Private Equity, IPO, Emerging Markets, Structured Products, SEC, Broker-Dealer
Education
Long Island University, C.W. Post Campus 1984 — 1986
Bachelor of Science (B.S.), Finance, General
Commack HS South 1977 — 1981
High School
University of Notre Dame - Mendoza College of Business
Renee Hallee's Charles Schwab Experience April 2015 - Present
Job
Industry Financial Services
Experience
Charles Schwab April 2015 - Present
Charles Schwab March 2013 - June 2015
A+ Federal Credit Union March 2011 - March 2013
Xanterra Parks & Resorts June 2010 - August 2010
Bank of America July 2008 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Lasell College 2004 — 2008
Bachelor's degree, Sports Management
Charles Schwab April 2015 - Present
Charles Schwab March 2013 - June 2015
A+ Federal Credit Union March 2011 - March 2013
Xanterra Parks & Resorts June 2010 - August 2010
Bank of America July 2008 - June 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Lasell College 2004 — 2008
Bachelor's degree, Sports Management
Hadi Ranahosseini's Charles Schwab Experience 2000 - 2002
Job Consultant
Industry Financial Services
Experience
TIAA-CREF February 2006 - September 2010
Charles Schwab 2000 - 2002
Merrill Lynch 1998 - 2000
Education
Lamar University 1982 — 1982
Bachelor of Science in Mechanical Engineering (BSME)
TIAA-CREF February 2006 - September 2010
Charles Schwab 2000 - 2002
Merrill Lynch 1998 - 2000
Education
Lamar University 1982 — 1982
Bachelor of Science in Mechanical Engineering (BSME)
Paul Sofolarides Paul Sofolarides's Charles Schwab Experience January 2008 - January 2012
Job Independent Equity Options Trader
Industry Financial Services
Experience
Charles Schwab January 2008 - January 2012
Skills
Investments, Portfolio Management, Equities, Financial Analysis, Wealth Management, Risk Management, Financial Services, Finance, Securities, Banking, Equity Options Trader
Education
Long Island University
Finance, General
New York University
Finance, General
Charles Schwab January 2008 - January 2012
Skills
Investments, Portfolio Management, Equities, Financial Analysis, Wealth Management, Risk Management, Financial Services, Finance, Securities, Banking, Equity Options Trader
Education
Long Island University
Finance, General
New York University
Finance, General
LaShaunta Payne LaShaunta Payne's Charles Schwab Experience 2004 - 2008
Job at
Industry Education Management
Experience
Fremont Unified School District September 2014 - Present
Hayward Unified School District 2011 - Present
Charles Schwab 2004 - 2008
Skills
Marketing Communications, Communication, Teamwork, Event Planning, Public Speaking, Microsoft Word, Software Documentation, Customer Service, Community Outreach, Outlook, Management, Time Management, Research, Event Management, Project Management, Access, Microsoft Excel
Education
Los Angeles Southwest College 1993 — 1995
AA, Business Management
Technical Health Careers School
Medical Assistant Certificate, Nursing
Fremont Unified School District September 2014 - Present
Hayward Unified School District 2011 - Present
Charles Schwab 2004 - 2008
Skills
Marketing Communications, Communication, Teamwork, Event Planning, Public Speaking, Microsoft Word, Software Documentation, Customer Service, Community Outreach, Outlook, Management, Time Management, Research, Event Management, Project Management, Access, Microsoft Excel
Education
Los Angeles Southwest College 1993 — 1995
AA, Business Management
Technical Health Careers School
Medical Assistant Certificate, Nursing
Robert Sofman Robert Sofman's Charles Schwab Experience May 1999 - March 2007
Job EVP Government Sector at SmartProcure
Industry Internet
Experience
SmartProcure March 2015 - Present
Code For America September 2011 - March 2015
Charles Schwab May 1999 - March 2007
PointCast April 1998 - May 1999
AVIRNEX March 1997 - April 1998
AT&T April 1986 - December 1995
Skills
Start-ups, Performance Metrics, Product Management, Product Marketing, Management, Strategic Planning, Marketing, Program Management, Strategy, Leadership
Education
Lehigh University 1983 — 1985
Master's in Computer Science, Educational Technology
Lehigh University 1980 — 1983
Masters in Counseling, Social Restoration
St. Lawrence University
BS, Psychology
SmartProcure March 2015 - Present
Code For America September 2011 - March 2015
Charles Schwab May 1999 - March 2007
PointCast April 1998 - May 1999
AVIRNEX March 1997 - April 1998
AT&T April 1986 - December 1995
Skills
Start-ups, Performance Metrics, Product Management, Product Marketing, Management, Strategic Planning, Marketing, Program Management, Strategy, Leadership
Education
Lehigh University 1983 — 1985
Master's in Computer Science, Educational Technology
Lehigh University 1980 — 1983
Masters in Counseling, Social Restoration
St. Lawrence University
BS, Psychology
Ditka Reiner Ditka Reiner's Charles Schwab Experience December 2002 - August 2003
Job CEO and Founder, Reiner Associates, Inc.
Industry Information Technology and Services
Experience
Reiner Associates, inc. January 1999 - Present
Wal-Mart, WalMart.com 2007 - 2011
State Compensation Insurance Fund October 2008 - May 2010
Merck 2007 - 2008
Wells Fargo Company 2004 - 2006
Woment's Technology Cluster 2003 - 2006
Duke Energy Corporation January 2000 - September 2003
Charles Schwab December 2002 - August 2003
Microsoft 2000 - 2002
Outcome Software 2000 - 2001
Skills
Vendor Management, Strategic Sourcing, Outsourcing, Contract Management, Negotiation, Mergers, Training, Program Management, Contract Negotiation, Process Improvement, Strategy, Strategic Planning, Sourcing, Leadership, Operations Management, Supply Management, Procurement, Marketing, Mergers & Acquisitions, Cross-functional Team..., IT Strategy, Change Management, Project Management, Public Speaking, Management, Business Process..., Business Strategy, Start-ups, Management Consulting, Team Leadership, Business Development, Team Building, CRM, Business Analysis, Executive Management, Strategic Partnerships, Risk Management, Business Process, Entrepreneurship, Business Transformation, Consulting, Enterprise Software
Education
San Francisco State University 1970 — 1971
M.S., Special Education and Psychology
Lesley University 1966 — 1970
B. S., Education
Reiner Associates, inc. January 1999 - Present
Wal-Mart, WalMart.com 2007 - 2011
State Compensation Insurance Fund October 2008 - May 2010
Merck 2007 - 2008
Wells Fargo Company 2004 - 2006
Woment's Technology Cluster 2003 - 2006
Duke Energy Corporation January 2000 - September 2003
Charles Schwab December 2002 - August 2003
Microsoft 2000 - 2002
Outcome Software 2000 - 2001
Skills
Vendor Management, Strategic Sourcing, Outsourcing, Contract Management, Negotiation, Mergers, Training, Program Management, Contract Negotiation, Process Improvement, Strategy, Strategic Planning, Sourcing, Leadership, Operations Management, Supply Management, Procurement, Marketing, Mergers & Acquisitions, Cross-functional Team..., IT Strategy, Change Management, Project Management, Public Speaking, Management, Business Process..., Business Strategy, Start-ups, Management Consulting, Team Leadership, Business Development, Team Building, CRM, Business Analysis, Executive Management, Strategic Partnerships, Risk Management, Business Process, Entrepreneurship, Business Transformation, Consulting, Enterprise Software
Education
San Francisco State University 1970 — 1971
M.S., Special Education and Psychology
Lesley University 1966 — 1970
B. S., Education
Chadwick Johnson's Charles Schwab Experience November 2012 - May 2013
Job Frontend UI Web Developer at InfoSnap, Inc.
Industry Computer Software
Experience
InfoSnap, Inc. February 2014 - Present
Visa July 2013 - January 2014
Charles Schwab November 2012 - May 2013
AMD April 2012 - November 2012
Self-Employed September 2011 - April 2012
CreditCards.com August 2010 - September 2011
Monk Development June 2007 - October 2010
ESA Technologies, Inc. October 2005 - June 2007
Skills
JavaScript, AngularJS, Backbone.js, HTML5, CSS, jQuery, Web Applications, REST, MySQL, HTML 5, Web Development, Apache, PHP, Ruby on Rails, AJAX, Subversion, Web Services, Ruby, APIs, OOP, Design Patterns, Bash, CMS, LAMP, MVC, XHTML, SOA, Linux, Git, Mercurial, ExtJS, YUI, SOAP, Java, XML, ExpressJS, Node.js, MongoDB
Education
LeTourneau University 2003 — 2008
CIS, Computer Information Systems
InfoSnap, Inc. February 2014 - Present
Visa July 2013 - January 2014
Charles Schwab November 2012 - May 2013
AMD April 2012 - November 2012
Self-Employed September 2011 - April 2012
CreditCards.com August 2010 - September 2011
Monk Development June 2007 - October 2010
ESA Technologies, Inc. October 2005 - June 2007
Skills
JavaScript, AngularJS, Backbone.js, HTML5, CSS, jQuery, Web Applications, REST, MySQL, HTML 5, Web Development, Apache, PHP, Ruby on Rails, AJAX, Subversion, Web Services, Ruby, APIs, OOP, Design Patterns, Bash, CMS, LAMP, MVC, XHTML, SOA, Linux, Git, Mercurial, ExtJS, YUI, SOAP, Java, XML, ExpressJS, Node.js, MongoDB
Education
LeTourneau University 2003 — 2008
CIS, Computer Information Systems
Anat Hovav Anat Hovav's Charles Schwab Experience 2006 - 2007
Job Senior Director, Business & Legal Affairs at United Artists Media Group
Industry Entertainment
Experience
United Artists Media Group (an MGM, Mark Burnett, Roma Downey and Hearst Corporation Venture) August 2015 - Present
Rosenfeld Meyer & Susman LLP March 2015 - August 2015
United Artists Media Group (f/k/a One Three Media, f/k/a Mark Burnett Productions) March 2012 - March 2015
Nella Law Group December 2011 - March 2012
KC Branch Firm August 2011 - February 2012
Peter, Rubin & Simon, LLP September 2010 - August 2011
Raskin Peter Rubin & Simon, LLP May 2009 - April 2010
United States Bankruptcy Court March 2009 - May 2009
Charles Schwab 2006 - 2007
United Nations Institute for Disarmament Research 2003 - 2003
Skills
Entertainment, Television, New Media, Licensing, Film, Entertainment Law
Education
Loyola Law School, Loyola Marymount University 2007 — 2010
J.D., Securities Reg., Secured Transactions, Copyright Law, Wine Law, Corporate Tax
USC 2000 — 2004
B.A., International Relations, Philosophy
Graduate Institute of International Studies, Geneva
Milken Community High School
United Artists Media Group (an MGM, Mark Burnett, Roma Downey and Hearst Corporation Venture) August 2015 - Present
Rosenfeld Meyer & Susman LLP March 2015 - August 2015
United Artists Media Group (f/k/a One Three Media, f/k/a Mark Burnett Productions) March 2012 - March 2015
Nella Law Group December 2011 - March 2012
KC Branch Firm August 2011 - February 2012
Peter, Rubin & Simon, LLP September 2010 - August 2011
Raskin Peter Rubin & Simon, LLP May 2009 - April 2010
United States Bankruptcy Court March 2009 - May 2009
Charles Schwab 2006 - 2007
United Nations Institute for Disarmament Research 2003 - 2003
Skills
Entertainment, Television, New Media, Licensing, Film, Entertainment Law
Education
Loyola Law School, Loyola Marymount University 2007 — 2010
J.D., Securities Reg., Secured Transactions, Copyright Law, Wine Law, Corporate Tax
USC 2000 — 2004
B.A., International Relations, Philosophy
Graduate Institute of International Studies, Geneva
Milken Community High School
Tracy Donovan Tracy Donovan's Charles Schwab Experience Director, Channel Events and SponsorshipsCharles SchwabAugust 2015 - Present
Job Director, Channel Events and Sponsorships at Charles Schwab
Industry Events Services
Experience
Charles Schwab Director, Channel Events and SponsorshipsCharles SchwabAugust 2015 - Present
Janus Capital Group January 2015 - August 2015
Janus Capital Group January 2011 - January 2015
Black Dot Event Marketing, Inc January 2006 - January 2011
Starz Entertainment January 2000 - January 2005
Skills
Marketing Strategy, Event Management, Sponsorship, Sponsorship Activation, Social Media Marketing, Media Relations, Marketing, Press Releases, Public Relations, Copywriting, Corporate Communications, Event Planning, Marketing Communications, Management, Corporate Events, Marketing Management, Sponsorship Programs, Social Media
Education
Linfield College 1989 — 1993
Mass Communications, Emphasis in Public Relations
Linfield College
Bachelor's degree, Mass Communications
Charles Schwab Director, Channel Events and SponsorshipsCharles SchwabAugust 2015 - Present
Janus Capital Group January 2015 - August 2015
Janus Capital Group January 2011 - January 2015
Black Dot Event Marketing, Inc January 2006 - January 2011
Starz Entertainment January 2000 - January 2005
Skills
Marketing Strategy, Event Management, Sponsorship, Sponsorship Activation, Social Media Marketing, Media Relations, Marketing, Press Releases, Public Relations, Copywriting, Corporate Communications, Event Planning, Marketing Communications, Management, Corporate Events, Marketing Management, Sponsorship Programs, Social Media
Education
Linfield College 1989 — 1993
Mass Communications, Emphasis in Public Relations
Linfield College
Bachelor's degree, Mass Communications
Evan Johnson's Charles Schwab Experience May 2006 - August 2006
Job Sr. Executive Recruiter, Engineering Network/Cloud Security, NoSQL, DevOps/SRE, Big Data, .NET/Java/Python/C++
Industry Logistics and Supply Chain
Experience
CyberCoders January 2012 - Present
Workbridge Associates Motion Recruitment Partners March 2011 - December 2011
Lehigh University 2006 - 2009
Charles Schwab May 2006 - August 2006
Skills
Recruiting, Technical Recruiting, Human Resources, Management, Executive Search, Sourcing, Search, Start-ups, Account Management, Sales, Interviews, Temporary Placement, Applicant Tracking..., Internet Recruiting, Benefits Negotiation, Talent Acquisition, Team Building, Networking, Leadership, Staffing Services, Marketing, Cold Calling, Business Development, Onboarding, Contract Recruitment, Resume Writing, Cross-functional Team..., Screening Resumes, College Recruiting, CRM, Social Networking, Screening, Vendor Management, Talent Management, Hiring, Time Management, SDLC, Permanent Placement, Consulting, Entrepreneurship, Training, Business Networking, Compensation & Benefits
Education
Lehigh University - College of Business and Economics 2006 — 2010
Bachelors of Science (BS), Majors: SCM / Logistics & Statistics, Minor: Global Studies, 3.33 GPA
SALISBURY SCHOOL 2004 — 2006
Senior Year and Post Graduate Year, Business Economics School
CyberCoders January 2012 - Present
Workbridge Associates Motion Recruitment Partners March 2011 - December 2011
Lehigh University 2006 - 2009
Charles Schwab May 2006 - August 2006
Skills
Recruiting, Technical Recruiting, Human Resources, Management, Executive Search, Sourcing, Search, Start-ups, Account Management, Sales, Interviews, Temporary Placement, Applicant Tracking..., Internet Recruiting, Benefits Negotiation, Talent Acquisition, Team Building, Networking, Leadership, Staffing Services, Marketing, Cold Calling, Business Development, Onboarding, Contract Recruitment, Resume Writing, Cross-functional Team..., Screening Resumes, College Recruiting, CRM, Social Networking, Screening, Vendor Management, Talent Management, Hiring, Time Management, SDLC, Permanent Placement, Consulting, Entrepreneurship, Training, Business Networking, Compensation & Benefits
Education
Lehigh University - College of Business and Economics 2006 — 2010
Bachelors of Science (BS), Majors: SCM / Logistics & Statistics, Minor: Global Studies, 3.33 GPA
SALISBURY SCHOOL 2004 — 2006
Senior Year and Post Graduate Year, Business Economics School
Nancy Wakeman's Charles Schwab Experience 2004 - 2004
Job VP Services at Infowit, Inc.
Industry Computer Software
Experience
Infowit, Inc. February 2008 - Present
Self-employed April 2002 - Present
Synarc October 2006 - January 2008
Infotone Communications October 2004 - September 2005
Charles Schwab 2004 - 2004
Teleias Inc. 2002 - 2003
Sendmail 1999 - 2001
Sybase March 1994 - September 1999
Ingres September 1987 - March 1994
Skills
Business Applications, Strategic Planning, Technology Leadership, Team Building, EAI, Software Project..., Strategic Consulting, SaaS, Enterprise Software, Business Strategy, Financial Analysis, Product Management, Integration, Cloud Computing, Unix, Program Management, E-commerce, Start-ups, Cross-functional Team..., Software Development, Agile Methodologies
Education
Saint Mary's College of California 2004 — 2006
MBA
LSU 1968 — 1973
BA
Infowit, Inc. February 2008 - Present
Self-employed April 2002 - Present
Synarc October 2006 - January 2008
Infotone Communications October 2004 - September 2005
Charles Schwab 2004 - 2004
Teleias Inc. 2002 - 2003
Sendmail 1999 - 2001
Sybase March 1994 - September 1999
Ingres September 1987 - March 1994
Skills
Business Applications, Strategic Planning, Technology Leadership, Team Building, EAI, Software Project..., Strategic Consulting, SaaS, Enterprise Software, Business Strategy, Financial Analysis, Product Management, Integration, Cloud Computing, Unix, Program Management, E-commerce, Start-ups, Cross-functional Team..., Software Development, Agile Methodologies
Education
Saint Mary's College of California 2004 — 2006
MBA
LSU 1968 — 1973
BA
Brad Keely Brad Keely's Charles Schwab Experience February 2013 - Present
Job Director, Operational Services Account Solutions
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
Charles Schwab April 2012 - February 2013
Charles Schwab April 2011 - April 2012
Charles Schwab March 2007 - April 2011
Charles Schwab January 2006 - March 2007
Education
Long Island University, Brooklyn Campus 1988 — 1992
Charles Schwab February 2013 - Present
Charles Schwab April 2012 - February 2013
Charles Schwab April 2011 - April 2012
Charles Schwab March 2007 - April 2011
Charles Schwab January 2006 - March 2007
Education
Long Island University, Brooklyn Campus 1988 — 1992
Kristina Welch Kristina Welch's Charles Schwab Experience June 2013 - December 2014
Job Software Engineer at Northrop Grumman Corporation
Industry Financial Services
Experience
Northrop Grumman Corporation March 2015 - Present
Charles Schwab June 2013 - December 2014
Valor Christian High School June 2012 - May 2013
Front Range Christian School January 2012 - May 2012
Science Matters in Colorado January 2011 - May 2012
Skills
Teaching, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Spanish, Customer Service, Event Planning, Microsoft Excel, Event Management, Photoshop, Equity Trading, IRAs, Mutual Funds, Team Building, Java, JavaScript, Perl, C++, HTML, Unix, Programming, Scripting, DB2, SQL*Plus, Graphic Design, Layout Design
Education
University of Colorado at Denver 2010 — 2012
Bachelor of Science (BS), Mathematics
LeTourneau University 2008 — 2010
Northrop Grumman Corporation March 2015 - Present
Charles Schwab June 2013 - December 2014
Valor Christian High School June 2012 - May 2013
Front Range Christian School January 2012 - May 2012
Science Matters in Colorado January 2011 - May 2012
Skills
Teaching, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Spanish, Customer Service, Event Planning, Microsoft Excel, Event Management, Photoshop, Equity Trading, IRAs, Mutual Funds, Team Building, Java, JavaScript, Perl, C++, HTML, Unix, Programming, Scripting, DB2, SQL*Plus, Graphic Design, Layout Design
Education
University of Colorado at Denver 2010 — 2012
Bachelor of Science (BS), Mathematics
LeTourneau University 2008 — 2010
Brendan Hughes, CFP®'s Charles Schwab Experience 2009 - Present
Job Sr. Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2009 - Present
Toth Financial Advisory Corporation 2006 - 2009
Fidelity Investments 2000 - 2006
Fidelity Investments 1993 - 1999
Education
Louisiana State University 1982 — 1987
Bachelor of Science (B.S.), Finance, General
Slidell High School
Charles Schwab 2009 - Present
Toth Financial Advisory Corporation 2006 - 2009
Fidelity Investments 2000 - 2006
Fidelity Investments 1993 - 1999
Education
Louisiana State University 1982 — 1987
Bachelor of Science (B.S.), Finance, General
Slidell High School
Denis Olzinski's Charles Schwab Experience October 2012 - February 2013
Job Retirement plan professional.
Industry Financial Services
Experience
Matrix Trust Company Broadridge February 2014 - Present
Charles Schwab October 2012 - February 2013
Vanguard January 2005 - October 2012
Vanguard January 2001 - December 2005
Vanguard October 1999 - January 2001
Vanguard May 1998 - October 1999
Skills
Relationship Management, Problem Solving, Cross-functional..., Business Analysis..., Client Engagement, Customer Engagement, Risk Management, Employee Benefits, Personal Financial..., Retirement Planning, CRM, Financial Analysis, Finance, Retirement, Investments, Defined Contribution, Mutual Funds, Leadership, 401k, Financial Services
Education
La Salle University
Master of Business Administration (M.B.A.), Accounting
La Salle University
Bachelor of Arts (B.A.), Political Science and Government
Matrix Trust Company Broadridge February 2014 - Present
Charles Schwab October 2012 - February 2013
Vanguard January 2005 - October 2012
Vanguard January 2001 - December 2005
Vanguard October 1999 - January 2001
Vanguard May 1998 - October 1999
Skills
Relationship Management, Problem Solving, Cross-functional..., Business Analysis..., Client Engagement, Customer Engagement, Risk Management, Employee Benefits, Personal Financial..., Retirement Planning, CRM, Financial Analysis, Finance, Retirement, Investments, Defined Contribution, Mutual Funds, Leadership, 401k, Financial Services
Education
La Salle University
Master of Business Administration (M.B.A.), Accounting
La Salle University
Bachelor of Arts (B.A.), Political Science and Government
Cynthia Immel's Charles Schwab Experience November 2014 - Present
Job Learning & Development | Human Resources | Measurement & Assessment | Project Management | Organization Development
Industry Human Resources
Experience
Charles Schwab November 2014 - Present
T. Rowe Price April 2014 - November 2014
T. Rowe Price April 2012 - April 2014
T. Rowe Price August 2010 - July 2012
Tecton Products February 2009 - August 2010
Kaplan Test Prep and Admissions May 2008 - May 2009
Center for Applied Behavior Systems 2008 - 2009
Virginia Tech September 2005 - December 2008
Whitlock Realty and Construction, Inc. December 2005 - August 2007
Skills
Training, Organizational..., Data Analysis, Job Analysis, Personnel Management, Compensation analysis, Benefits Administration, Performance Management, Personnel Selection, Succession Planning, Change Management, Employee Engagement, Corporate Citizenship, Assessment Development, Federal & State..., Project Management
Education
Virginia Polytechnic Institute and State University 2005 — 2008
M.S., Industrial/Organizational Psychology
Louisiana Tech University 2000 — 2004
B.A., Psychology
Charles Schwab November 2014 - Present
T. Rowe Price April 2014 - November 2014
T. Rowe Price April 2012 - April 2014
T. Rowe Price August 2010 - July 2012
Tecton Products February 2009 - August 2010
Kaplan Test Prep and Admissions May 2008 - May 2009
Center for Applied Behavior Systems 2008 - 2009
Virginia Tech September 2005 - December 2008
Whitlock Realty and Construction, Inc. December 2005 - August 2007
Skills
Training, Organizational..., Data Analysis, Job Analysis, Personnel Management, Compensation analysis, Benefits Administration, Performance Management, Personnel Selection, Succession Planning, Change Management, Employee Engagement, Corporate Citizenship, Assessment Development, Federal & State..., Project Management
Education
Virginia Polytechnic Institute and State University 2005 — 2008
M.S., Industrial/Organizational Psychology
Louisiana Tech University 2000 — 2004
B.A., Psychology
Bill Thomas Bill Thomas's Charles Schwab Experience 2000 - 2008
Job Chief Administrative Officer
Industry Financial Services
Experience
Wedgewood Partners Inc August 2015 - Present
ETF Securities December 2014 - Present
ActiveETF Partners, LLC June 2011 - August 2015
Grail Advisors LLC May 2008 - May 2011
Charles Schwab 2000 - 2008
Scudder Investments 1997 - 2000
SSgA 1994 - 1997
Skills
Hedge Funds, Mutual Funds, Series 63, Series 7, Equities, ETFs, Unified Managed Accounts, Closed-end Funds, Sales Management, Entrepreneur, Start-up Ventures
Education
Lake Forest College 1981 — 1985
BA
Gilman School 1968 — 1981
Wedgewood Partners Inc August 2015 - Present
ETF Securities December 2014 - Present
ActiveETF Partners, LLC June 2011 - August 2015
Grail Advisors LLC May 2008 - May 2011
Charles Schwab 2000 - 2008
Scudder Investments 1997 - 2000
SSgA 1994 - 1997
Skills
Hedge Funds, Mutual Funds, Series 63, Series 7, Equities, ETFs, Unified Managed Accounts, Closed-end Funds, Sales Management, Entrepreneur, Start-up Ventures
Education
Lake Forest College 1981 — 1985
BA
Gilman School 1968 — 1981
Bimal Desai Bimal Desai's Charles Schwab Experience October 2014 - Present
Job
Industry Computer Software
Experience
Charles Schwab October 2014 - Present
3M September 2012 - October 2014
Dell Inc. November 2006 - September 2012
Learnsoft Technology Group July 2005 - November 2006
Lamar Institute of Technology May 2002 - July 2005
Skills
C#, Agile Methodologies, .NET, Web Services, WCF, Software Development, ASP.NET, SDLC, SOA, Enterprise Architecture, Microsoft SQL Server, XML, Cloud Computing, Software Project..., Scrum, Solution Architecture, Integration, Cross-functional Team..., IT Strategy, Team Leadership, Vendor Management, Agile Project Management, Requirements Analysis, SharePoint, Data Warehousing
Education
Lamar University
M.S, Computer Science
M. S. University
Bachelor of Science (BS), Electrical
Charles Schwab October 2014 - Present
3M September 2012 - October 2014
Dell Inc. November 2006 - September 2012
Learnsoft Technology Group July 2005 - November 2006
Lamar Institute of Technology May 2002 - July 2005
Skills
C#, Agile Methodologies, .NET, Web Services, WCF, Software Development, ASP.NET, SDLC, SOA, Enterprise Architecture, Microsoft SQL Server, XML, Cloud Computing, Software Project..., Scrum, Solution Architecture, Integration, Cross-functional Team..., IT Strategy, Team Leadership, Vendor Management, Agile Project Management, Requirements Analysis, SharePoint, Data Warehousing
Education
Lamar University
M.S, Computer Science
M. S. University
Bachelor of Science (BS), Electrical
Steve Dardarian, CPCC's Charles Schwab Experience 2012 - Present
Job Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab 2012 - Present
LaMovida Coaching 2010 - Present
eBay 2008 - 2010
Charles Schwab 2003 - 2008
Euro RSCG 2000 - 2002
Rapp Collins Worldwide 1997 - 1999
Skills
Project Management, Business Strategy, Digital Marketing, Product Management, Product Development, Advertising, Social Media, Email Marketing, Direct Marketing, Integrated Marketing, Product Marketing, Online Advertising, Online Marketing, Brand Development, Strategy, Marketing Communications
Education
Project Management Institute
Project Management Certification – PMP
Coaches Training Institute 2008 — 2010
Certified Life Coach
Los Angeles Valley College 1982 — 1985
2 Yr., Fine Art
Charles Schwab 2012 - Present
LaMovida Coaching 2010 - Present
eBay 2008 - 2010
Charles Schwab 2003 - 2008
Euro RSCG 2000 - 2002
Rapp Collins Worldwide 1997 - 1999
Skills
Project Management, Business Strategy, Digital Marketing, Product Management, Product Development, Advertising, Social Media, Email Marketing, Direct Marketing, Integrated Marketing, Product Marketing, Online Advertising, Online Marketing, Brand Development, Strategy, Marketing Communications
Education
Project Management Institute
Project Management Certification – PMP
Coaches Training Institute 2008 — 2010
Certified Life Coach
Los Angeles Valley College 1982 — 1985
2 Yr., Fine Art
Mary Lou Lamberton Mary Lou Lamberton's Charles Schwab Experience 1997 - 1998
Job Wells Fargo Health Benefit Services, Sales Executive Health Savings Accounts
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust 2013 - 2015
Prestige Resorts & Destinations 2005 - 2013
Fidelity Investments September 1998 - August 2000
Charles Schwab 1997 - 1998
Wells Fargo 1988 - 1997
Northern Trust 1984 - 1988
Skills
Event Planning, Sales, Customer Service, Investments, Event Management, Leadership, Marketing, Strategic Planning, Management, Retirement, Healthcare, Management Consulting, Account Management, Contract Negotiation, Pensions, Hospitality, New Business Development, Hotels, Meeting Planning, Sales Management, Incentives
Education
Lawrence University 1978 — 1982
B.A., Economics
Wells Fargo Institutional Retirement and Trust 2013 - 2015
Prestige Resorts & Destinations 2005 - 2013
Fidelity Investments September 1998 - August 2000
Charles Schwab 1997 - 1998
Wells Fargo 1988 - 1997
Northern Trust 1984 - 1988
Skills
Event Planning, Sales, Customer Service, Investments, Event Management, Leadership, Marketing, Strategic Planning, Management, Retirement, Healthcare, Management Consulting, Account Management, Contract Negotiation, Pensions, Hospitality, New Business Development, Hotels, Meeting Planning, Sales Management, Incentives
Education
Lawrence University 1978 — 1982
B.A., Economics
Bryan Choate Bryan Choate's Charles Schwab Experience July 1998 - October 2003
Job Connection Coordinator at Trinity Bible Church
Industry Insurance
Experience
Trinity Bible Church July 2012 - Present
The Development Alliance January 2012 - August 2012
Wallace Insurance Agency October 2011 - March 2012
Bryan Choate Allstate Agency January 2008 - August 2011
Allstate Insurance October 2003 - October 2007
Charles Schwab July 1998 - October 2003
Principal Financial Group June 1996 - June 1998
Fidelity Investments February 1989 - June 1996
Education
The University of Dallas 1992 — 1995
MBA, Financial Services
Liberty University 1986 — 1988
BS, Finance
Trinity Bible Church July 2012 - Present
The Development Alliance January 2012 - August 2012
Wallace Insurance Agency October 2011 - March 2012
Bryan Choate Allstate Agency January 2008 - August 2011
Allstate Insurance October 2003 - October 2007
Charles Schwab July 1998 - October 2003
Principal Financial Group June 1996 - June 1998
Fidelity Investments February 1989 - June 1996
Education
The University of Dallas 1992 — 1995
MBA, Financial Services
Liberty University 1986 — 1988
BS, Finance
Larry Ku Larry Ku's Charles Schwab Experience September 1998 - October 2002
Job IT program and project manager, systems development methodologies, Change Management and QA, currently independent.
Industry Information Technology and Services
Experience
Solo Cup Company/ InnoWare Plastic, Inc. September 2009 - Present
Williams-Sonoma, Inc. December 2007 - May 2008
Kaiser Permanente January 1995 - May 2005
IBM Global Services, formerly PricewaterhouseCoopers Consulting July 1991 - January 2003
Charles Schwab September 1998 - October 2002
Coopers & Lybrand Consulting LLP 1991 - October 2002
AT&T Wireless, Bellevue, WA June 2001 - October 2001
Skills
IT Strategy, Business Analysis, PMO, Business Process..., Process Improvement, Project Management, Program Management, Vendor Management
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MM, Marketing
Louisiana State University 1976 — 1981
BS, Finance
University of Arkansas at Monticello 1968 — 1972
BS, Double major: Mathematics and Chemistry
Solo Cup Company/ InnoWare Plastic, Inc. September 2009 - Present
Williams-Sonoma, Inc. December 2007 - May 2008
Kaiser Permanente January 1995 - May 2005
IBM Global Services, formerly PricewaterhouseCoopers Consulting July 1991 - January 2003
Charles Schwab September 1998 - October 2002
Coopers & Lybrand Consulting LLP 1991 - October 2002
AT&T Wireless, Bellevue, WA June 2001 - October 2001
Skills
IT Strategy, Business Analysis, PMO, Business Process..., Process Improvement, Project Management, Program Management, Vendor Management
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MM, Marketing
Louisiana State University 1976 — 1981
BS, Finance
University of Arkansas at Monticello 1968 — 1972
BS, Double major: Mathematics and Chemistry
Nelson Brown, AWMA, CMFC's Charles Schwab Experience 2000 - 2005
Job Managing Partner / Sr VicePresident Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store 2006 - Present
Charles Schwab 2000 - 2005
Morgan Stanley 1999 - 2000
Skills
Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Investments, Retirement Planning, Retirement, Portfolio Management, IRAs, Marketing Strategy, Finance, Securities, Investment Strategies, Investment Management, Asset Management, Financial Advisory
Education
Louisiana State University and Agricultural and Mechanical College
BA, Mass Communications
Brother Martin High School
The Mutual Fund Store 2006 - Present
Charles Schwab 2000 - 2005
Morgan Stanley 1999 - 2000
Skills
Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Investments, Retirement Planning, Retirement, Portfolio Management, IRAs, Marketing Strategy, Finance, Securities, Investment Strategies, Investment Management, Asset Management, Financial Advisory
Education
Louisiana State University and Agricultural and Mechanical College
BA, Mass Communications
Brother Martin High School
William Bonacci William Bonacci's Charles Schwab Experience November 2006 - January 2015
Job Vice President, Senior Plan Advisor at Sentinel Benefits & Financial Group
Industry Financial Services
Experience
Sentinel Benefits & Financial Group February 2015 - Present
Charles Schwab November 2006 - January 2015
Smith Barney Citigroup May 2005 - September 2006
Transamerica Retirement Solutions September 2004 - May 2005
Geller Group, LLC January 2000 - May 2004
MetLife July 1997 - December 1999
Transamerica Retirement Solutions June 1987 - June 1997
Skills
Investment Advisory..., Retirement Plan..., Retirement Planning, Investments, Retirement, Financial Planning, Wealth Management, Securities, Employee Benefits, Investment Advisory, Mutual Funds, Series 7, Asset Allocation
Education
LIU Brooklyn 1997 — 2000
Master of Business Administration (M.B.A.), International Finance
Pace University - Lubin School of Business 1983 — 1987
Bachelor of Business Administration (BBA), Finance
Sentinel Benefits & Financial Group February 2015 - Present
Charles Schwab November 2006 - January 2015
Smith Barney Citigroup May 2005 - September 2006
Transamerica Retirement Solutions September 2004 - May 2005
Geller Group, LLC January 2000 - May 2004
MetLife July 1997 - December 1999
Transamerica Retirement Solutions June 1987 - June 1997
Skills
Investment Advisory..., Retirement Plan..., Retirement Planning, Investments, Retirement, Financial Planning, Wealth Management, Securities, Employee Benefits, Investment Advisory, Mutual Funds, Series 7, Asset Allocation
Education
LIU Brooklyn 1997 — 2000
Master of Business Administration (M.B.A.), International Finance
Pace University - Lubin School of Business 1983 — 1987
Bachelor of Business Administration (BBA), Finance
Caterina Costante Caterina Costante's Charles Schwab Experience 2000 - 2003
Job Retirement Education Specialist at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group November 2003 - Present
Charles Schwab 2000 - 2003
Skills
Investments, Retirement Planning, Fixed Annuities
Education
Liberty University
CUNA Mutual Group November 2003 - Present
Charles Schwab 2000 - 2003
Skills
Investments, Retirement Planning, Fixed Annuities
Education
Liberty University
Lisa Soileau Urbanski's Charles Schwab Experience 1998 - 2004
Job Vice President of Internal Audit at Forestar Group Inc.
Industry Real Estate
Experience
Forestar Group Inc. July 2014 - Present
Forestar Group Inc. February 2010 - June 2014
Resources Global Professionals 2004 - February 2010
Charles Schwab 1998 - 2004
PricewaterhouseCoopers 1997 - 1998
Exxon 1990 - 1997
Skills
Internal Audit, Audit Committee..., SOX Compliancy, Enterprise Risk..., Control Self Assessment, Certified Internal..., Sarbanes-Oxley Act, Auditing, Risk Management, Security, Strategy, Self Assessment, IT Audit, Budgets, Internal Controls, Financial Analysis, Finance, Sarbanes-Oxley, GAAP, Risk Assessment
Education
Louisiana State University 1986 — 1990
BS, Quantitative Business Analysis
Forestar Group Inc. July 2014 - Present
Forestar Group Inc. February 2010 - June 2014
Resources Global Professionals 2004 - February 2010
Charles Schwab 1998 - 2004
PricewaterhouseCoopers 1997 - 1998
Exxon 1990 - 1997
Skills
Internal Audit, Audit Committee..., SOX Compliancy, Enterprise Risk..., Control Self Assessment, Certified Internal..., Sarbanes-Oxley Act, Auditing, Risk Management, Security, Strategy, Self Assessment, IT Audit, Budgets, Internal Controls, Financial Analysis, Finance, Sarbanes-Oxley, GAAP, Risk Assessment
Education
Louisiana State University 1986 — 1990
BS, Quantitative Business Analysis
Evangeline Trumble Evangeline Trumble's Charles Schwab Experience February 2008 - April 2009
Job Senior Relationship Manager at AssetMark, Inc.
Industry Financial Services
Experience
AssetMark April 2013 - Present
Genworth Financial August 2009 - April 2013
Charles Schwab February 2008 - April 2009
Ameriprise Financial October 2006 - February 2008
USAA Federal Savings Bank 2002 - 2006
Choice Hotels International January 1998 - January 2001
Choice Hotels International January 1996 - January 1998
Choice Hotels International January 1993 - January 1996
Skills
Employee Benefits, Retirement, Sales, Strategic Planning, Call Centers, Budgets, Series 7, Estate Planning, Pensions, Financial Advisory, Small Business, Retirement Savings, Business Relationship..., Operations Management, Workforce Planning, Workflow Applications, IRAs, Trust Services, Manage Client..., Department Budgeting, Executive Coaching, Department..., Financial Services, Management, Investments, Leadership, Retirement Planning, Business Strategy, CRM, Portfolio Management, Risk Management
Education
Lewis and Clark College
Bachelor of Arts, Communications
AssetMark April 2013 - Present
Genworth Financial August 2009 - April 2013
Charles Schwab February 2008 - April 2009
Ameriprise Financial October 2006 - February 2008
USAA Federal Savings Bank 2002 - 2006
Choice Hotels International January 1998 - January 2001
Choice Hotels International January 1996 - January 1998
Choice Hotels International January 1993 - January 1996
Skills
Employee Benefits, Retirement, Sales, Strategic Planning, Call Centers, Budgets, Series 7, Estate Planning, Pensions, Financial Advisory, Small Business, Retirement Savings, Business Relationship..., Operations Management, Workforce Planning, Workflow Applications, IRAs, Trust Services, Manage Client..., Department Budgeting, Executive Coaching, Department..., Financial Services, Management, Investments, Leadership, Retirement Planning, Business Strategy, CRM, Portfolio Management, Risk Management
Education
Lewis and Clark College
Bachelor of Arts, Communications
Stuart M.C. Smith's Charles Schwab Experience 2000 - 2002
Job Senior Wealth Manager
Industry Financial Services
Experience
ScotiaMcleod September 2002 - Present
Charles Schwab 2000 - 2002
Merrill Lynch 1999 - 2000
Skills
Wealth Management, Brokerage, Financial Planners, Investments, Portfolio Management, Securities, Wealth, Financial Services, Finance, Wealth Management..., Insurance, Strategy, Retirement, Mutual Funds, Investment Advisory, Asset Management, Alternative Investments, Equities, Financial Advisory, Retirement Planning, Asset Allocation, Investment Strategies, Fixed Income, Estate Planning, Investment Management, Strategic Financial...
Education
Laurentian University/Université Laurentienne 1994 — 1998
HBCOM
Simon Fraser University 1992 — 1994
St. Andrew's College 1987 — 1992
High School
ScotiaMcleod September 2002 - Present
Charles Schwab 2000 - 2002
Merrill Lynch 1999 - 2000
Skills
Wealth Management, Brokerage, Financial Planners, Investments, Portfolio Management, Securities, Wealth, Financial Services, Finance, Wealth Management..., Insurance, Strategy, Retirement, Mutual Funds, Investment Advisory, Asset Management, Alternative Investments, Equities, Financial Advisory, Retirement Planning, Asset Allocation, Investment Strategies, Fixed Income, Estate Planning, Investment Management, Strategic Financial...
Education
Laurentian University/Université Laurentienne 1994 — 1998
HBCOM
Simon Fraser University 1992 — 1994
St. Andrew's College 1987 — 1992
High School
Brent Holm Brent Holm's Charles Schwab Experience May 2010 - Present
Job at Charles Schwab
Industry Investment Management
Experience
Charles Schwab May 2010 - Present
Skills
Tableau, SAS, MS Excel, Capacity Planning, Virtualization, AIX, Performance Tuning, Shell Scripting, Microsoft Excel, Unix, Databases, Disaster Recovery, Microsoft SQL Server, Data Center, Servers, System Administration, Enterprise Software, Oracle, Enterprise Architecture, Business Process, Solaris, Analysis, Mainframe, High Availability, Data Warehousing, Data Modeling, ITIL
Education
University of California Los Angeles 1975 — 1977
M.S.
Loma Linda University 1972 — 1975
B.S.
Charles Schwab May 2010 - Present
Skills
Tableau, SAS, MS Excel, Capacity Planning, Virtualization, AIX, Performance Tuning, Shell Scripting, Microsoft Excel, Unix, Databases, Disaster Recovery, Microsoft SQL Server, Data Center, Servers, System Administration, Enterprise Software, Oracle, Enterprise Architecture, Business Process, Solaris, Analysis, Mainframe, High Availability, Data Warehousing, Data Modeling, ITIL
Education
University of California Los Angeles 1975 — 1977
M.S.
Loma Linda University 1972 — 1975
B.S.
Jason Beck's Charles Schwab Experience August 2015 - Present
Job Senior Product Manager Salesforce at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab August 2015 - Present
Skills
Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce.com, Requirements Gathering, SaaS, Vendor Management, Business Intelligence, Business Analysis, CRM, Business Process..., SQL, Cloud Computing, Salesforce.com..., SDLC, Force.com, Process Improvement, SharePoint, XML, Enterprise Software, Requirements Analysis, Technical Support, Microsoft SQL Server, Integration, Salesforce.com..., Software Documentation, Agile Methodologies, Visio, Software Project...
Education
Louisiana Tech University 1997 — 2002
Bachelor of Science, Computer Information Systems
Charles Schwab August 2015 - Present
Skills
Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce.com, Requirements Gathering, SaaS, Vendor Management, Business Intelligence, Business Analysis, CRM, Business Process..., SQL, Cloud Computing, Salesforce.com..., SDLC, Force.com, Process Improvement, SharePoint, XML, Enterprise Software, Requirements Analysis, Technical Support, Microsoft SQL Server, Integration, Salesforce.com..., Software Documentation, Agile Methodologies, Visio, Software Project...
Education
Louisiana Tech University 1997 — 2002
Bachelor of Science, Computer Information Systems
Karen Kupetz Karen Kupetz's Charles Schwab Experience June 1992 - June 1993
Job National Director of Recruiting at Seyfarth Shaw LLP
Industry Legal Services
Experience
Seyfarth Shaw LLP December 2014 - Present
Jeffer Mangels Butler & Mitchell LLP (Century City) August 2012 - December 2014
Solutus Legal Search (Los Angeles) 2005 - August 2012
BCG Attorney Search (Los Angeles & Pasadena) 2003 - 2005
Hennigan, Bennett & Dorman (Los Angeles) 2001 - 2003
Mayer Brown & Platt (New York City) 1997 - 1999
Bet Tzedek Legal Services (Los Angeles) June 1995 - August 1995
Charles Schwab June 1992 - June 1993
Skills
Recruiting, Career Development, Retention Strategies, Talent Acquisition, Interviews, Onboarding, Temporary Placement, Hiring, Labor Relations, Staff Development, Networking, Leadership, Career Counseling, Litigation, Time Management, Bankruptcy
Education
Loyola Law School, Los Angeles 1994 — 1997
JD, Law
University of California, Berkeley 1988 — 1992
BA, Political Science
Seyfarth Shaw LLP December 2014 - Present
Jeffer Mangels Butler & Mitchell LLP (Century City) August 2012 - December 2014
Solutus Legal Search (Los Angeles) 2005 - August 2012
BCG Attorney Search (Los Angeles & Pasadena) 2003 - 2005
Hennigan, Bennett & Dorman (Los Angeles) 2001 - 2003
Mayer Brown & Platt (New York City) 1997 - 1999
Bet Tzedek Legal Services (Los Angeles) June 1995 - August 1995
Charles Schwab June 1992 - June 1993
Skills
Recruiting, Career Development, Retention Strategies, Talent Acquisition, Interviews, Onboarding, Temporary Placement, Hiring, Labor Relations, Staff Development, Networking, Leadership, Career Counseling, Litigation, Time Management, Bankruptcy
Education
Loyola Law School, Los Angeles 1994 — 1997
JD, Law
University of California, Berkeley 1988 — 1992
BA, Political Science
Tamilla Simpson Tamilla Simpson's Charles Schwab Experience April 1999 - September 2010
Job Sales Coordinator for Juice Plus
Industry Health, Wellness and Fitness
Experience
Northwestern Mutual January 2012 - September 2012
Stifel Financial Corp. April 2011 - December 2011
Wells Fargo Bank December 2010 - April 2011
Charles Schwab April 1999 - September 2010
Enterprise Rent-A-Car January 1997 - March 1999
Walmart January 1994 - June 1996
Nest Family Entertainment May 1992 - September 1993
Liberty University January 1990 - December 1992
Skills
Series 7, Series 63, Personal Finance, Customer Service, Notary Public
Education
Liberty University 1989 — 1993
B.S/, Telecommunications, 3.4
Northwestern Mutual January 2012 - September 2012
Stifel Financial Corp. April 2011 - December 2011
Wells Fargo Bank December 2010 - April 2011
Charles Schwab April 1999 - September 2010
Enterprise Rent-A-Car January 1997 - March 1999
Walmart January 1994 - June 1996
Nest Family Entertainment May 1992 - September 1993
Liberty University January 1990 - December 1992
Skills
Series 7, Series 63, Personal Finance, Customer Service, Notary Public
Education
Liberty University 1989 — 1993
B.S/, Telecommunications, 3.4
Robert Trapani Robert Trapani's Charles Schwab Experience June 2000 - November 2001
Job Director / Sr. Group Manager IT Infrastructure at Citigroup
Industry Financial Services
Experience
Citi August 2010 - June 2015
Nationwide Insurance July 2005 - July 2009
JPMorgan Chase May 2002 - July 2005
Charles Schwab June 2000 - November 2001
Wachovia February 1994 - January 2000
Skills
Application Development, Performance Engineering, Systems Programming, Database Administration, Process Management, Software Development, IT Management, COBOL, Leadership, Architecture, IT Strategy, Business Process, Enterprise Software, Strategy, Programming, Cross-functional Team..., Testing, Enterprise Architecture, Organizational..., SQL Tuning, Performance Tuning, DB2, SDLC, Management, Business Analysis, Databases, Vendor Management, Capacity Planning, Mainframe, Team Leadership, Disaster Recovery, Business Intelligence, Data Warehousing, Architectures
Education
Louisiana State University
BS, Computer Science and Management
United States Military Academy at West Point
Citi August 2010 - June 2015
Nationwide Insurance July 2005 - July 2009
JPMorgan Chase May 2002 - July 2005
Charles Schwab June 2000 - November 2001
Wachovia February 1994 - January 2000
Skills
Application Development, Performance Engineering, Systems Programming, Database Administration, Process Management, Software Development, IT Management, COBOL, Leadership, Architecture, IT Strategy, Business Process, Enterprise Software, Strategy, Programming, Cross-functional Team..., Testing, Enterprise Architecture, Organizational..., SQL Tuning, Performance Tuning, DB2, SDLC, Management, Business Analysis, Databases, Vendor Management, Capacity Planning, Mainframe, Team Leadership, Disaster Recovery, Business Intelligence, Data Warehousing, Architectures
Education
Louisiana State University
BS, Computer Science and Management
United States Military Academy at West Point
Bill Reider Bill Reider's Charles Schwab Experience September 2002 - March 2015
Job Financial Advisor 2817044597
Industry Financial Services
Experience
Financial Advisor April 2015 - Present
Charles Schwab September 2002 - March 2015
Olde Private Brokerage, H&R Block Financial Advisors June 1997 - September 2002
Skills
Finance, Portfolio Management, Management, Asset Allocation, Retirement, Consulting, Investments, Financial Analysis, Risk Management, Customer Service
Education
Lamar University 1992 — 1996
Bachelor's degree, Psychology
Financial Advisor April 2015 - Present
Charles Schwab September 2002 - March 2015
Olde Private Brokerage, H&R Block Financial Advisors June 1997 - September 2002
Skills
Finance, Portfolio Management, Management, Asset Allocation, Retirement, Consulting, Investments, Financial Analysis, Risk Management, Customer Service
Education
Lamar University 1992 — 1996
Bachelor's degree, Psychology
Bob Mayes's Charles Schwab Experience March 2006 - September 2006
Job
Industry Investment Management
Experience
Dodge & Cox 2009 - Present
Column A September 2006 - August 2009
Charles Schwab March 2006 - September 2006
Brandes Investment Partners February 2005 - March 2006
MyVest October 2002 - August 2004
Deloitte Consulting September 2000 - October 2002
Skills
Fixed Income, Financial Services, Oracle, Data Warehousing, Portfolio Management, Financial Data..., Data Governance, Data Operations, Bond Pricing, Accounting System, SSRS, Databases, Investments, ETL, SharePoint, Trading Systems, Equities, Hedge Funds, Business Intelligence, Business Analysis, Strategy, Alternative Investments, Bloomberg, Asset Management, SDLC, Derivatives, Mutual Funds, Securities, Investment Management
Education
Lehigh University
BS, Computer Engineering
Dodge & Cox 2009 - Present
Column A September 2006 - August 2009
Charles Schwab March 2006 - September 2006
Brandes Investment Partners February 2005 - March 2006
MyVest October 2002 - August 2004
Deloitte Consulting September 2000 - October 2002
Skills
Fixed Income, Financial Services, Oracle, Data Warehousing, Portfolio Management, Financial Data..., Data Governance, Data Operations, Bond Pricing, Accounting System, SSRS, Databases, Investments, ETL, SharePoint, Trading Systems, Equities, Hedge Funds, Business Intelligence, Business Analysis, Strategy, Alternative Investments, Bloomberg, Asset Management, SDLC, Derivatives, Mutual Funds, Securities, Investment Management
Education
Lehigh University
BS, Computer Engineering
Remon Hicks's Charles Schwab Experience November 2000 - May 2006
Job Experienced technology leader, collaborative innovator, and problem solver
Industry Information Technology and Services
Experience
Silicon Valley Bank October 2013 - Present
Global Technology Solutions Group - GTSG May 2013 - October 2013
Global Technology Solutions Group - GTSG January 2013 - October 2013
PayPal July 2011 - December 2012
PayPal July 2010 - July 2011
PayPal May 2006 - February 2011
Charles Schwab November 2000 - May 2006
Charles Schwab April 1999 - November 2000
Electronic Data Systems October 1998 - April 1999
Motorola June 1997 - September 1998
Skills
Unix, Computer Network..., Business Performance..., Networking, System Monitoring, Windows, Vendor Management, Product Management, Project Management, Team Leadership, Leadership, ITIL, Business Analysis, Program Management, Integration, Troubleshooting, Cisco Technologies, Solaris, Cross-functional Team..., Linux, Management, System Administration, Cloud Computing, CMDB, Red Hat Linux, HP-UX, Incident Management, Crisis Communications, NOC, Virtual Teams, Acquisition Integration, Decommissioning, Automation, Training Delivery, Technical Liaison, Knowledge Management, Appworx, IT Strategy, Servers, TCP/IP, Enterprise Architecture, Service Delivery, Software Documentation, IT Management, Data Center, High Availability, Disaster Recovery, Virtualization, Security, Process Improvement
Education
Louisiana Tech University
Park University
BS, Computer Science
University of Phoenix
MBA, Business Administration
Silicon Valley Bank October 2013 - Present
Global Technology Solutions Group - GTSG May 2013 - October 2013
Global Technology Solutions Group - GTSG January 2013 - October 2013
PayPal July 2011 - December 2012
PayPal July 2010 - July 2011
PayPal May 2006 - February 2011
Charles Schwab November 2000 - May 2006
Charles Schwab April 1999 - November 2000
Electronic Data Systems October 1998 - April 1999
Motorola June 1997 - September 1998
Skills
Unix, Computer Network..., Business Performance..., Networking, System Monitoring, Windows, Vendor Management, Product Management, Project Management, Team Leadership, Leadership, ITIL, Business Analysis, Program Management, Integration, Troubleshooting, Cisco Technologies, Solaris, Cross-functional Team..., Linux, Management, System Administration, Cloud Computing, CMDB, Red Hat Linux, HP-UX, Incident Management, Crisis Communications, NOC, Virtual Teams, Acquisition Integration, Decommissioning, Automation, Training Delivery, Technical Liaison, Knowledge Management, Appworx, IT Strategy, Servers, TCP/IP, Enterprise Architecture, Service Delivery, Software Documentation, IT Management, Data Center, High Availability, Disaster Recovery, Virtualization, Security, Process Improvement
Education
Louisiana Tech University
Park University
BS, Computer Science
University of Phoenix
MBA, Business Administration
Angel Johnson, Ph.D.'s Charles Schwab Experience March 2014 - January 2015
Job Lead Consultant, National Workforce Planning at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente January 2015 - Present
Charles Schwab March 2014 - January 2015
Evolv January 2010 - February 2014
PSI Services LLC January 2007 - January 2010
San Diego Department of Child Support Services February 2006 - January 2007
People Places, INC 1996 - 2003
Skills
SPSS, Data Analysis, Research, Staff Development, Job Analysis, Organizational..., Psychometrics, Talent Management, Employee Engagement, Leadership Development, Onboarding, 360 Feedback, Organizational Behavior, Statistics, Coaching, Psychology, Recruiting, Leadership, Strategic Planning, Executive Coaching, Organizational..., Process Improvement, Technology Needs..., Human Resources, Survey Design, Program Evaluation, Training, Instructional Design, Psychological Assessment, SaaS, Employee Training, Talent Acquisition, Change Management, Employee Relations, Succession Planning, Performance Management, Interviews, Workshop Facilitation, Employee Surveys, Program Management, Psychological Testing, Workforce Planning, Culture Change, Personnel Selection, Management Consulting, Applicant Tracking..., Strategy, Management, Organizational Design, Emotional Intelligence
Education
California School of Professional Psychology 2007 — 2008
PhD, Industrial/Organizational Psychology
California School of Professional Psychology 2004 — 2006
Masters, Industrial/Organizational Psychology
Longwood University
Bachelor of Arts (BA), Psychology
Kaiser Permanente January 2015 - Present
Charles Schwab March 2014 - January 2015
Evolv January 2010 - February 2014
PSI Services LLC January 2007 - January 2010
San Diego Department of Child Support Services February 2006 - January 2007
People Places, INC 1996 - 2003
Skills
SPSS, Data Analysis, Research, Staff Development, Job Analysis, Organizational..., Psychometrics, Talent Management, Employee Engagement, Leadership Development, Onboarding, 360 Feedback, Organizational Behavior, Statistics, Coaching, Psychology, Recruiting, Leadership, Strategic Planning, Executive Coaching, Organizational..., Process Improvement, Technology Needs..., Human Resources, Survey Design, Program Evaluation, Training, Instructional Design, Psychological Assessment, SaaS, Employee Training, Talent Acquisition, Change Management, Employee Relations, Succession Planning, Performance Management, Interviews, Workshop Facilitation, Employee Surveys, Program Management, Psychological Testing, Workforce Planning, Culture Change, Personnel Selection, Management Consulting, Applicant Tracking..., Strategy, Management, Organizational Design, Emotional Intelligence
Education
California School of Professional Psychology 2007 — 2008
PhD, Industrial/Organizational Psychology
California School of Professional Psychology 2004 — 2006
Masters, Industrial/Organizational Psychology
Longwood University
Bachelor of Arts (BA), Psychology
Anita Rutledge's Charles Schwab Experience July 2014 - Present
Job Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab July 2014 - Present
Charles Schwab June 2011 - Present
Wells Fargo November 2009 - June 2011
Cricket Communications March 2009 - October 2009
HP December 2007 - December 2008
Viatech Professional Services November 1997 - December 2007
Jones International November 1997 - April 1999
Cyprus Amax 1994 - 1997
Pace Membership Warehous April 1988 - November 1992
Dow Chemical June 1980 - November 1987
Skills
Cross-functional Team..., Integration
Education
Lamar University 1975 — 1980
Charles Schwab July 2014 - Present
Charles Schwab June 2011 - Present
Wells Fargo November 2009 - June 2011
Cricket Communications March 2009 - October 2009
HP December 2007 - December 2008
Viatech Professional Services November 1997 - December 2007
Jones International November 1997 - April 1999
Cyprus Amax 1994 - 1997
Pace Membership Warehous April 1988 - November 1992
Dow Chemical June 1980 - November 1987
Skills
Cross-functional Team..., Integration
Education
Lamar University 1975 — 1980
Cindy Muscio's Charles Schwab Experience February 2013 - Present
Job Managing Director Marketing Technology at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
Charles Schwab August 2011 - February 2013
Charles Schwab April 2010 - August 2011
Charles Schwab Inc. February 2007 - March 2010
PMI - San Francisco Bay Area Chapter 2009 - February 2010
Keane 2004 - 2007
Lambeth 2001 - 2003
William M. Mercer 1997 - 2000
Skills
Agile Application..., Vendor Management, Program Management, Hadoop, Big Data, SDLC, Management, Marketing Automation, Marketing Technologies, Lead Management, CRM, Software Engineering
Education
La Trobe University
Bachelor business (Accounting & Information Technology)
Galen Catholic College
Victorian Certificate of Eduction
Charles Schwab February 2013 - Present
Charles Schwab August 2011 - February 2013
Charles Schwab April 2010 - August 2011
Charles Schwab Inc. February 2007 - March 2010
PMI - San Francisco Bay Area Chapter 2009 - February 2010
Keane 2004 - 2007
Lambeth 2001 - 2003
William M. Mercer 1997 - 2000
Skills
Agile Application..., Vendor Management, Program Management, Hadoop, Big Data, SDLC, Management, Marketing Automation, Marketing Technologies, Lead Management, CRM, Software Engineering
Education
La Trobe University
Bachelor business (Accounting & Information Technology)
Galen Catholic College
Victorian Certificate of Eduction
Evan Yeakel's Charles Schwab Experience 1999 - Present
Job Director at Schwab
Industry Financial Services
Experience
Charles Schwab 1999 - Present
Education
Louisiana Tech University
Charles Schwab 1999 - Present
Education
Louisiana Tech University
Tim Bruss's Charles Schwab Experience Benefits Implementation MgrHewitt Associates1993 - 2007
Job Client Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Benefits Implementation MgrHewitt Associates1993 - 2007
Hewitt 1999 - 2006
Education
Lawrence University 1989 — 1993
Charles Schwab Benefits Implementation MgrHewitt Associates1993 - 2007
Hewitt 1999 - 2006
Education
Lawrence University 1989 — 1993
Sandra Briscoe's Charles Schwab Experience May 2013 - June 2015
Job Sr Identity Access Management Consultant at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard August 2015 - Present
Wells Fargo June 2015 - August 2015
Charles Schwab May 2013 - June 2015
AAA Northern California, Nevada & Utah Insurance Exchange February 2012 - September 2012
Wells Fargo July 2010 - December 2011
Apollo Inc March 2010 - May 2010
American Express February 2008 - February 2009
Countrywide Home Loans April 1997 - August 2006
Skills
Business Analysis, SDLC, Vendor Management, Requirements Analysis, Process Improvement, Active Directory, Remedy Ticketing System, powershell user, Identity Management, SailPoint, Key Management
Education
Los Angeles Valley College
Hewlett-Packard August 2015 - Present
Wells Fargo June 2015 - August 2015
Charles Schwab May 2013 - June 2015
AAA Northern California, Nevada & Utah Insurance Exchange February 2012 - September 2012
Wells Fargo July 2010 - December 2011
Apollo Inc March 2010 - May 2010
American Express February 2008 - February 2009
Countrywide Home Loans April 1997 - August 2006
Skills
Business Analysis, SDLC, Vendor Management, Requirements Analysis, Process Improvement, Active Directory, Remedy Ticketing System, powershell user, Identity Management, SailPoint, Key Management
Education
Los Angeles Valley College
Colombo Baldini's Charles Schwab Experience November 1995 - April 2004
Job Financial Advisor at AIG
Industry Financial Services
Experience
AIG October 2009 - Present
Management Recruiters of St. Tammany April 2008 - March 2010
EverGive Senior care April 2004 - December 2007
Charles Schwab November 1995 - April 2004
Skills
Banking, Finance, Financial Services, Strategic Financial..., Securities, Investments, Wealth Management, Mutual Funds, Series 7, Retirement Planning, Insurance, Sales
Education
Lawrence Technological University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Marketing
Ferndale High School
AIG October 2009 - Present
Management Recruiters of St. Tammany April 2008 - March 2010
EverGive Senior care April 2004 - December 2007
Charles Schwab November 1995 - April 2004
Skills
Banking, Finance, Financial Services, Strategic Financial..., Securities, Investments, Wealth Management, Mutual Funds, Series 7, Retirement Planning, Insurance, Sales
Education
Lawrence Technological University 1976 — 1980
Bachelor of Business Administration (B.B.A.), Marketing
Ferndale High School
Dana Woodward's Charles Schwab Experience 2004 - 2005
Job Senior Vice President, Talent Planning & Strategies at Wells Fargo
Industry Human Resources
Experience
Wells Fargo October 2014 - Present
Wells Fargo 2005 - 2014
Charles Schwab 2004 - 2005
Prudential Financial 1997 - 2004
Skills
Talent Management, Employee Relations, Organizational Design, Change Management, Acquisition Integration, Project Management, High Performance Teams, Workforce Planning, Succession Planning, Deferred Compensation, Onboarding, Recruiting, HRIS, Performance Management, Human Resources, Strategic Planning, Vendor Management, Personnel Management, Team Leadership, Strategy, Process Improvement, Start-ups, Organizational..., Training, Leadership, Management, Business Development, Employee Engagement, Mergers
Education
Lehigh University
BA, English Literature
Seton Hall University
MA, English Literature
Wells Fargo October 2014 - Present
Wells Fargo 2005 - 2014
Charles Schwab 2004 - 2005
Prudential Financial 1997 - 2004
Skills
Talent Management, Employee Relations, Organizational Design, Change Management, Acquisition Integration, Project Management, High Performance Teams, Workforce Planning, Succession Planning, Deferred Compensation, Onboarding, Recruiting, HRIS, Performance Management, Human Resources, Strategic Planning, Vendor Management, Personnel Management, Team Leadership, Strategy, Process Improvement, Start-ups, Organizational..., Training, Leadership, Management, Business Development, Employee Engagement, Mergers
Education
Lehigh University
BA, English Literature
Seton Hall University
MA, English Literature
Jay LaRusso's Charles Schwab Experience July 2007 - October 2009
Job Principal Examiner at FINRA
Industry Financial Services
Experience
FINRA April 2010 - Present
Chase Investment Services Corporation September 2009 - April 2010
Charles Schwab July 2007 - October 2009
American Stock Exchange May 2004 - May 2007
Bank of America June 1996 - May 2004
Skills
Investments, Securities, Equities, Fixed Income, Capital Markets, Hedge Funds, Asset Management, Financial Services, Risk Management
Education
Lehigh University 1992 — 1996
B.S., Finance
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science, Finance
FINRA April 2010 - Present
Chase Investment Services Corporation September 2009 - April 2010
Charles Schwab July 2007 - October 2009
American Stock Exchange May 2004 - May 2007
Bank of America June 1996 - May 2004
Skills
Investments, Securities, Equities, Fixed Income, Capital Markets, Hedge Funds, Asset Management, Financial Services, Risk Management
Education
Lehigh University 1992 — 1996
B.S., Finance
Lehigh University - College of Business and Economics 1992 — 1996
Bachelor of Science, Finance
Joe Nageotte's Charles Schwab Experience November 1996 - November 2001
Job Consultant
Industry Leisure, Travel & Tourism
Experience
Business Consultant July 2014 - Present
CheapCaribbean.com February 2010 - June 2014
SME Teleservices February 2008 - December 2009
Starwood Vacation Ownership January 2004 - January 2008
Various Companies July 2002 - December 2003
Charles Schwab November 1996 - November 2001
Skills
Leadership, Process Improvement, Call Center, Start-ups, Training, Call Centers, Customer Service, Leadership Development, Customer Satisfaction, Employee Relations, Performance Management, Recruiting, Change Management, Business Strategy, Human Resources, Organizational..., Talent Acquisition, Employee Engagement, Team Building, CRM, Sales, Vendor Management, Account Management, Operations Management, Customer Retention, Management, Team Leadership, Coaching, Budgets, Sales Management, Cross-functional Team..., Contract Negotiation, Forecasting, Business Development, Strategic Planning, Strategy, Salesforce.com, New Business Development, Marketing, Project Planning, Sales Operations, Customer Experience, Analysis, Direct Sales, Marketing Strategy, Market Research, Program Management, E-commerce, Business Planning, Email Marketing
Education
Loyola Marymount University 1988 — 1991
Politica Science, Afro-American Studies
University of Phoenix
Business Management
Business Consultant July 2014 - Present
CheapCaribbean.com February 2010 - June 2014
SME Teleservices February 2008 - December 2009
Starwood Vacation Ownership January 2004 - January 2008
Various Companies July 2002 - December 2003
Charles Schwab November 1996 - November 2001
Skills
Leadership, Process Improvement, Call Center, Start-ups, Training, Call Centers, Customer Service, Leadership Development, Customer Satisfaction, Employee Relations, Performance Management, Recruiting, Change Management, Business Strategy, Human Resources, Organizational..., Talent Acquisition, Employee Engagement, Team Building, CRM, Sales, Vendor Management, Account Management, Operations Management, Customer Retention, Management, Team Leadership, Coaching, Budgets, Sales Management, Cross-functional Team..., Contract Negotiation, Forecasting, Business Development, Strategic Planning, Strategy, Salesforce.com, New Business Development, Marketing, Project Planning, Sales Operations, Customer Experience, Analysis, Direct Sales, Marketing Strategy, Market Research, Program Management, E-commerce, Business Planning, Email Marketing
Education
Loyola Marymount University 1988 — 1991
Politica Science, Afro-American Studies
University of Phoenix
Business Management
Ronald Schwartz's Charles Schwab Experience 1980 - 2003
Job President at RJS Proprietary Trading Inc
Industry Financial Services
Experience
RJS Proprietary trading April 2010 - Present
RJS Equity Trading June 2009 - Present
UBS September 2004 - September 2007
UBS Investment Bank 2003 - 2007
Schwab Soundview Capital Markets 1981 - 2004
Schwab Capital Markets 1990 - 2003
Charles Schwab 1980 - 2003
Schwab Capital Markets ( Charles Schwab) 1990 - 2002
Skills
Series 7, Trading, Capital Markets, Equity Trading, Equities, Proprietary Trading, Traders, Series 63, Investments, Options, Hedge Funds, Securities, Trading Systems, Trading Strategies, Investment Banking, Fixed Income, Commodity, Derivatives, Equity Research, FX Options, Electronic Trading, Market Making, Financial Markets, Hedging, Bloomberg, Financial Services, Portfolio Management, Bonds, Alternative Investments, Risk Management, Technical Analysis, Equity Derivatives, Stocks, FINRA, Financial Modeling, ETFs, Series 24, Emerging Markets, Asset Allocation, Asset Management, Investment Strategies, Mutual Funds, Investment Management
Education
Long Island University, Southampton Campus 1970 — 1973
ba, economics
RJS Proprietary trading April 2010 - Present
RJS Equity Trading June 2009 - Present
UBS September 2004 - September 2007
UBS Investment Bank 2003 - 2007
Schwab Soundview Capital Markets 1981 - 2004
Schwab Capital Markets 1990 - 2003
Charles Schwab 1980 - 2003
Schwab Capital Markets ( Charles Schwab) 1990 - 2002
Skills
Series 7, Trading, Capital Markets, Equity Trading, Equities, Proprietary Trading, Traders, Series 63, Investments, Options, Hedge Funds, Securities, Trading Systems, Trading Strategies, Investment Banking, Fixed Income, Commodity, Derivatives, Equity Research, FX Options, Electronic Trading, Market Making, Financial Markets, Hedging, Bloomberg, Financial Services, Portfolio Management, Bonds, Alternative Investments, Risk Management, Technical Analysis, Equity Derivatives, Stocks, FINRA, Financial Modeling, ETFs, Series 24, Emerging Markets, Asset Allocation, Asset Management, Investment Strategies, Mutual Funds, Investment Management
Education
Long Island University, Southampton Campus 1970 — 1973
ba, economics
Scott Simon's Charles Schwab Experience 2011 - 2012
Job Rush University Administration
Industry Hospital & Health Care
Experience
Rush University and Medical Center February 1990 - Present
Charles Schwab 2011 - 2012
Transolutions, Inc January 2009 - February 2010
IT2K Development May 2004 - April 2009
S&S Consulting - Technology August 2004 - January 2009
Prospect Equities 2006 - 2009
Transolutions, Inc. May 2000 - August 2004
Transolutions, Inc May 2000 - August 2004
Advocate Health Care June 1994 - May 2000
Christ Hospital and Medical Center July 1994 - March 2000
Skills
Project Management, Strategic Planning, Budgets, Business Analysis, Business Development, Customer Service, Employee Relations, CRM, HIPAA, Healthcare, Healthcare Information..., Leadership, Management, Marketing, Policy, Process Improvement, Public Speaking, Software Documentation, System Administration, Training
Education
Lake Forest Graduate School of Management 2002 — 2004
MBA
North Central College 1983 — 1987
Bachelor of Arts, Business Administration - Management
Rush University and Medical Center February 1990 - Present
Charles Schwab 2011 - 2012
Transolutions, Inc January 2009 - February 2010
IT2K Development May 2004 - April 2009
S&S Consulting - Technology August 2004 - January 2009
Prospect Equities 2006 - 2009
Transolutions, Inc. May 2000 - August 2004
Transolutions, Inc May 2000 - August 2004
Advocate Health Care June 1994 - May 2000
Christ Hospital and Medical Center July 1994 - March 2000
Skills
Project Management, Strategic Planning, Budgets, Business Analysis, Business Development, Customer Service, Employee Relations, CRM, HIPAA, Healthcare, Healthcare Information..., Leadership, Management, Marketing, Policy, Process Improvement, Public Speaking, Software Documentation, System Administration, Training
Education
Lake Forest Graduate School of Management 2002 — 2004
MBA
North Central College 1983 — 1987
Bachelor of Arts, Business Administration - Management
Daniel Jeansonne's Charles Schwab Experience July 2008 - Present
Job DOC Tech at Charles Schwab
Industry Computer & Network Security
Experience
Charles Schwab July 2008 - Present
Trace Security June 2007 - April 2008
Charles Schwab 2008 - 2008
Cisco 2008 - 2008
TraceSecurity 2007 - 2008
The Shaw Group November 2006 - June 2007
PHNS July 2006 - November 2006
First Consulting Group 2004 - 2005
WebMD October 2003 - November 2004
Education
Louisiana State University 1989 — 1994
Business Administration
Charles Schwab July 2008 - Present
Trace Security June 2007 - April 2008
Charles Schwab 2008 - 2008
Cisco 2008 - 2008
TraceSecurity 2007 - 2008
The Shaw Group November 2006 - June 2007
PHNS July 2006 - November 2006
First Consulting Group 2004 - 2005
WebMD October 2003 - November 2004
Education
Louisiana State University 1989 — 1994
Business Administration
Emmett Stewart's Charles Schwab Experience June 2015 - Present
Job Specialist, Branch Client Service Operations at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Tier 3 Capital September 2014 - June 2015
Fidelity Investments December 2013 - April 2014
Fidelity Investments October 2012 - November 2013
Fidelity Investments October 2008 - October 2012
Education
Lafayette College 2004 — 2008
BA, Economics & Business, Music
Charles Schwab June 2015 - Present
Tier 3 Capital September 2014 - June 2015
Fidelity Investments December 2013 - April 2014
Fidelity Investments October 2012 - November 2013
Fidelity Investments October 2008 - October 2012
Education
Lafayette College 2004 — 2008
BA, Economics & Business, Music
Matt Arnett's Charles Schwab Experience December 2013 - Present
Job Director, Compliance at Charles Schwab Investment Management
Industry Investment Management
Experience
Charles Schwab December 2013 - Present
Madison Street Partners September 2006 - December 2013
WM Funds Distributor, Inc. December 2004 - July 2006
NASD January 2000 - July 2003
NASD Regulation, Inc. June 1998 - December 1999
Skills
FINRA, Securities Regulation, AML, Securities, Investment Advisers Act, SEC, Broker-Dealer, Financial Regulation, Hedge Funds, Investment Advisory, Mutual Funds, Corporate Governance, Alternative Investments, Investment Company Act, Investment Management
Education
Loyola Law School, Loyola Marymount University 1994 — 1997
Doctor of Law (J.D.)
University of California, Los Angeles 1989 — 1994
B.A., Political Science
Charles Schwab December 2013 - Present
Madison Street Partners September 2006 - December 2013
WM Funds Distributor, Inc. December 2004 - July 2006
NASD January 2000 - July 2003
NASD Regulation, Inc. June 1998 - December 1999
Skills
FINRA, Securities Regulation, AML, Securities, Investment Advisers Act, SEC, Broker-Dealer, Financial Regulation, Hedge Funds, Investment Advisory, Mutual Funds, Corporate Governance, Alternative Investments, Investment Company Act, Investment Management
Education
Loyola Law School, Loyola Marymount University 1994 — 1997
Doctor of Law (J.D.)
University of California, Los Angeles 1989 — 1994
B.A., Political Science
Marjorie Rosales's Charles Schwab Experience July 2008 - July 2011
Job Sr. Eligibility Worker at City and County of San Francisco
Industry Government Administration
Experience
City and County of San Francisco July 2013 - Present
City and County of San Francisco July 2012 - July 2013
Charles Schwab July 2008 - July 2011
Charles Schwab October 1999 - July 2008
Grey Advertising October 1998 - April 1999
Bank of America August 1997 - October 1998
Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Accounts Receivable, Banking, Customer Service, Risk Management, Project Management, Leadership, Process Improvement, Financial Analysis, Program Management, Social Media
Education
Liceo Scientifico 1990 — 1997
HS Diploma
City and County of San Francisco July 2013 - Present
City and County of San Francisco July 2012 - July 2013
Charles Schwab July 2008 - July 2011
Charles Schwab October 1999 - July 2008
Grey Advertising October 1998 - April 1999
Bank of America August 1997 - October 1998
Skills
Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Microsoft Office, Accounts Receivable, Banking, Customer Service, Risk Management, Project Management, Leadership, Process Improvement, Financial Analysis, Program Management, Social Media
Education
Liceo Scientifico 1990 — 1997
HS Diploma
John Prichard's Charles Schwab Experience September 1998 - September 2004
Job Pharmacist
Industry Pharmaceuticals
Experience
Cox Pharmacy August 2014 - Present
Target Corporation May 2013 - August 2014
St. Thomas Hospital March 2010 - May 2013
Vanderbilt University Medical Center September 2008 - September 2010
Allstate September 2004 - September 2009
Charles Schwab September 1998 - September 2004
Skills
Pharmaceuticals, Healthcare, Hospitals, Managed Care, Compliance
Education
Lipscomb University 2009 — 2013
Doctor of Phamacy, Pharmacy
Cox Pharmacy August 2014 - Present
Target Corporation May 2013 - August 2014
St. Thomas Hospital March 2010 - May 2013
Vanderbilt University Medical Center September 2008 - September 2010
Allstate September 2004 - September 2009
Charles Schwab September 1998 - September 2004
Skills
Pharmaceuticals, Healthcare, Hospitals, Managed Care, Compliance
Education
Lipscomb University 2009 — 2013
Doctor of Phamacy, Pharmacy
Sandra Neubauer's Charles Schwab Experience June 2012 - Present
Job Strategic Business Analyst at Isagenix||Open to networking opportunities
Industry Information Technology and Services
Experience
Isagenix June 2013 - Present
Charles Schwab June 2012 - Present
Wells Fargo September 2010 - March 2012
Arizona Department of Education October 2008 - July 2010
US Airways April 2008 - June 2008
Prudential Relocation August 2007 - March 2008
Wells Fargo 2008 - 2008
Bank of America September 2004 - December 2007
City of Mesa January 2007 - June 2007
Six Sigma Qualtec 2002 - 2005
Skills
Gap Analysis, Software Lifecycle..., System Requirements, Process Analysis, Requirements Gathering, Business Analysis, Visio, Process Improvement, Requirements Analysis, SDLC, Business Process..., SharePoint, User Acceptance Testing, Business Process Design, Technical Writing, Analysis, Business Requirements, Project Planning, Risk Management, Consulting, Business Process, MS Project, FrameMaker, six sigma tools, Project Coordination, Six Sigma
Education
Lansing Community College 1981 — 1984
Associate, Business Data Processing
Isagenix June 2013 - Present
Charles Schwab June 2012 - Present
Wells Fargo September 2010 - March 2012
Arizona Department of Education October 2008 - July 2010
US Airways April 2008 - June 2008
Prudential Relocation August 2007 - March 2008
Wells Fargo 2008 - 2008
Bank of America September 2004 - December 2007
City of Mesa January 2007 - June 2007
Six Sigma Qualtec 2002 - 2005
Skills
Gap Analysis, Software Lifecycle..., System Requirements, Process Analysis, Requirements Gathering, Business Analysis, Visio, Process Improvement, Requirements Analysis, SDLC, Business Process..., SharePoint, User Acceptance Testing, Business Process Design, Technical Writing, Analysis, Business Requirements, Project Planning, Risk Management, Consulting, Business Process, MS Project, FrameMaker, six sigma tools, Project Coordination, Six Sigma
Education
Lansing Community College 1981 — 1984
Associate, Business Data Processing
Tim Hawke's Charles Schwab Experience March 2012 - Present
Job
Industry Financial Services
Experience
Charles Schwab March 2012 - Present
Skills
Series 7, Mutual Funds, Securities, 401k, Investments, Retirement Planning, Wealth Management, Retirement, Asset Allocation, Financial Analysis, Business Analysis, Process Improvement, Equities, Microsoft Office
Education
The Ohio State University 2001 — 2002
B.A., Psychology
Lorain County Community College 1998 — 2000
A.A., Secondary Education
Charles Schwab March 2012 - Present
Skills
Series 7, Mutual Funds, Securities, 401k, Investments, Retirement Planning, Wealth Management, Retirement, Asset Allocation, Financial Analysis, Business Analysis, Process Improvement, Equities, Microsoft Office
Education
The Ohio State University 2001 — 2002
B.A., Psychology
Lorain County Community College 1998 — 2000
A.A., Secondary Education
Suzanne Reynolds-Brady's Charles Schwab Experience 1987 - 1995
Job Learning Consultant
Industry Financial Services
Experience
Bank of America May 2010 - June 2015
Allstate Financial June 2006 - May 2009
Bank of America June 2003 - June 2006
Bank of America August 1997 - June 2003
Merrill Lynch January 1996 - August 1997
Charles Schwab 1987 - 1995
Merrill Lynch July 1979 - March 1987
Skills
Management, Banking, Training, Financial Services, Insurance, Leadership, Process Improvement, Program Management, Training Delivery, Sales, Strategic Planning, Finance, Financial Risk, Retirement Planning, Human Resources, Policy, Business Development, Time Management, Strategy, Risk Management, Change Management, Team Leadership, Portfolio Management, Project Management, Team Building, Business Process..., Budgets, Financial Advisory, Sales Management, Loans, Compliance, Management Consulting, Performance Management, New Business Development, Marketing, Relationship Management
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1979
MBA, Finance
Lafayette College 1973 — 1977
BA, History
Bank of America May 2010 - June 2015
Allstate Financial June 2006 - May 2009
Bank of America June 2003 - June 2006
Bank of America August 1997 - June 2003
Merrill Lynch January 1996 - August 1997
Charles Schwab 1987 - 1995
Merrill Lynch July 1979 - March 1987
Skills
Management, Banking, Training, Financial Services, Insurance, Leadership, Process Improvement, Program Management, Training Delivery, Sales, Strategic Planning, Finance, Financial Risk, Retirement Planning, Human Resources, Policy, Business Development, Time Management, Strategy, Risk Management, Change Management, Team Leadership, Portfolio Management, Project Management, Team Building, Business Process..., Budgets, Financial Advisory, Sales Management, Loans, Compliance, Management Consulting, Performance Management, New Business Development, Marketing, Relationship Management
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1979
MBA, Finance
Lafayette College 1973 — 1977
BA, History
David Eck's Charles Schwab Experience March 2011 - September 2012
Job Lead SQL Server Database Administrator at The J.M. Smucker Company
Industry Apparel & Fashion
Experience
The J.M. Smucker Company June 2013 - Present
The BAZ Group September 2012 - January 2014
Applied Industrial Technologies October 2013 - December 2013
Charles Schwab March 2011 - September 2012
Parts Associates, Inc. January 2000 - March 2011
Integrity Online January 1995 - February 2000
Skills
Database Administration, Database Development, Microsoft SQL Server, T-SQL, SQL Server Management..., Powershell, VB.NET, ASP.NET, Programming, Project Management, SQR, PeopleSoft Financial, SQL Tuning, Strategic Planning, Leadership, Network Administration, Windows Server, Account Management, Team Building, Inventory Management, Business Development, PeopleSoft, Budgets, Project Planning, New Business Development, Sales, Supply Chain, Business Planning, Customer Service, Management, Process Improvement, Product Development, Operations Management, Change Management, Contract Negotiation, Inventory Control, Microsoft Excel, Pricing
Education
Lorain County Community College 1993 — 1995
Accounting
North Ridgeville High School 1990 — 1993
The J.M. Smucker Company June 2013 - Present
The BAZ Group September 2012 - January 2014
Applied Industrial Technologies October 2013 - December 2013
Charles Schwab March 2011 - September 2012
Parts Associates, Inc. January 2000 - March 2011
Integrity Online January 1995 - February 2000
Skills
Database Administration, Database Development, Microsoft SQL Server, T-SQL, SQL Server Management..., Powershell, VB.NET, ASP.NET, Programming, Project Management, SQR, PeopleSoft Financial, SQL Tuning, Strategic Planning, Leadership, Network Administration, Windows Server, Account Management, Team Building, Inventory Management, Business Development, PeopleSoft, Budgets, Project Planning, New Business Development, Sales, Supply Chain, Business Planning, Customer Service, Management, Process Improvement, Product Development, Operations Management, Change Management, Contract Negotiation, Inventory Control, Microsoft Excel, Pricing
Education
Lorain County Community College 1993 — 1995
Accounting
North Ridgeville High School 1990 — 1993
Summer Cavalier's Charles Schwab Experience March 2007 - July 2008
Job VP Account Services Manager at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2009 - Present
Nuveen Investments July 2008 - November 2008
Charles Schwab March 2007 - July 2008
Charles Schwab April 2006 - March 2007
Charles Schwab May 2001 - April 2006
Charles Schwab March 2000 - May 2001
The Vanguard Group November 1998 - February 2000
Skills
Series 7, Series 24, Series 63, Series 65, Wealth Management, Strategy, Risk Management, Investments, Mutual Funds
Education
Lafayette College 1994 — 1998
BA, Economics and Business
Pershing, a BNY Mellon company June 2009 - Present
Nuveen Investments July 2008 - November 2008
Charles Schwab March 2007 - July 2008
Charles Schwab April 2006 - March 2007
Charles Schwab May 2001 - April 2006
Charles Schwab March 2000 - May 2001
The Vanguard Group November 1998 - February 2000
Skills
Series 7, Series 24, Series 63, Series 65, Wealth Management, Strategy, Risk Management, Investments, Mutual Funds
Education
Lafayette College 1994 — 1998
BA, Economics and Business
Brian Soistmann's Charles Schwab Experience April 2010 - April 2011
Job Management Analyst Enrollment Management at Liberty University
Industry Investment Management
Experience
Liberty University April 2011 - Present
Charles Schwab April 2010 - April 2011
Soistmann Putney Financial Group March 2003 - March 2010
UBS July 1999 - March 2003
Merrill Lynch October 1996 - July 1999
Thomas Nelson Publishers May 1990 - August 1995
Skills
Customer Service, Finance, Financial Advisory, Investments, Leadership, Leadership Development, Management, Marketing, Microsoft Excel, Microsoft Office, Mutual Funds, Portfolio Management, Process Improvement, Program Management, Project Management, Public Speaking, Recruiting, Retirement, Risk Management, Selling, Strategic Financial..., Strategic Planning, Training, Financial Planning
Education
Liberty University 2012 — 2015
EdS, Educational Leadership
Temple University - Fox School of Business and Management 1996 — 2000
MBA, Finance
Liberty University 1988 — 1991
BS, Finance
Liberty University April 2011 - Present
Charles Schwab April 2010 - April 2011
Soistmann Putney Financial Group March 2003 - March 2010
UBS July 1999 - March 2003
Merrill Lynch October 1996 - July 1999
Thomas Nelson Publishers May 1990 - August 1995
Skills
Customer Service, Finance, Financial Advisory, Investments, Leadership, Leadership Development, Management, Marketing, Microsoft Excel, Microsoft Office, Mutual Funds, Portfolio Management, Process Improvement, Program Management, Project Management, Public Speaking, Recruiting, Retirement, Risk Management, Selling, Strategic Financial..., Strategic Planning, Training, Financial Planning
Education
Liberty University 2012 — 2015
EdS, Educational Leadership
Temple University - Fox School of Business and Management 1996 — 2000
MBA, Finance
Liberty University 1988 — 1991
BS, Finance
Jason Thayer's Charles Schwab Experience July 2000 - July 2001
Job Senior Account Executive / Principal at Fannie Mae
Industry Capital Markets
Experience
Fannie Mae April 2003 - Present
Fannie Mae February 2002 - March 2003
COMSYS/Freddie Mac September 2001 - January 2002
Charles Schwab July 2000 - July 2001
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2006
M.B.A.
Lafayette College 1996 — 2000
B.A., Math/Economics
Archmere Academy 1994 — 1996
Fannie Mae April 2003 - Present
Fannie Mae February 2002 - March 2003
COMSYS/Freddie Mac September 2001 - January 2002
Charles Schwab July 2000 - July 2001
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2006
M.B.A.
Lafayette College 1996 — 2000
B.A., Math/Economics
Archmere Academy 1994 — 1996
Irena Kaplan's Charles Schwab Experience January 2007 - 2009
Job Project Manager
Industry Financial Services
Experience
A Health Care Providers Group January 2010 - Present
Charles Schwab January 2007 - 2009
Charles Schwab January 2004 - December 2006
Charles Schwab April 1999 - December 2003
Independance Blue Cross May 1997 - February 1999
Hahnemann University Hospital August 1996 - April 1997
Education
Latvijas Universitate
MS, Computer Science
A Health Care Providers Group January 2010 - Present
Charles Schwab January 2007 - 2009
Charles Schwab January 2004 - December 2006
Charles Schwab April 1999 - December 2003
Independance Blue Cross May 1997 - February 1999
Hahnemann University Hospital August 1996 - April 1997
Education
Latvijas Universitate
MS, Computer Science
Tom Morrison, CIMA®, AIF®'s Charles Schwab Experience June 1993 - July 1997
Job Senior Vice President Retirement Markets at Fred Alger & Co. Inc.
Industry Financial Services
Experience
Fred Alger Management September 2000 - Present
Merrill Lynch July 1997 - August 2000
Charles Schwab June 1993 - July 1997
Skills
Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Asset Managment, Hedge Funds, Series 63, Equities, ETFs, Investments, Fixed Income, Series 24, Separately Managed..., Business Development, Key Account Management, New Business Development
Education
Louisiana State University 1978 — 1983
Bachelor of Science (BS), Marketing/Finance
Fred Alger Management September 2000 - Present
Merrill Lynch July 1997 - August 2000
Charles Schwab June 1993 - July 1997
Skills
Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Asset Managment, Hedge Funds, Series 63, Equities, ETFs, Investments, Fixed Income, Series 24, Separately Managed..., Business Development, Key Account Management, New Business Development
Education
Louisiana State University 1978 — 1983
Bachelor of Science (BS), Marketing/Finance
Al Cooper's Charles Schwab Experience 1999 - 2004
Job President at The AlexZander Group
Industry Human Resources
Experience
The AlexZander Group October 2004 - Present
Charles Schwab 1999 - 2004
Darden Restaurants August 1995 - February 1999
Kraft Foods 1990 - 1995
kraft foods 1990 - 1995
Education
Lake Forest Graduate School of Management
1989, MS, Management
The AlexZander Group October 2004 - Present
Charles Schwab 1999 - 2004
Darden Restaurants August 1995 - February 1999
Kraft Foods 1990 - 1995
kraft foods 1990 - 1995
Education
Lake Forest Graduate School of Management
1989, MS, Management
Trent Dattoli's Charles Schwab Experience January 2012 - Present
Job VPFinancial Consultant
Industry Financial Services
Experience
Charles Schwab January 2012 - Present
Fidelity Investments March 2004 - November 2008
Education
LIU Post 1994 — 1997
Bachelors of Science, Finance, Business Administration
Charles Schwab January 2012 - Present
Fidelity Investments March 2004 - November 2008
Education
LIU Post 1994 — 1997
Bachelors of Science, Finance, Business Administration
Todd Zirkle, CTP, MBA's Charles Schwab Experience November 1998 - March 2001
Job Chief Operating Officer at Terminus Investment Management
Industry Financial Services
Experience
John H. Carter Company, Inc. October 2013 - Present
Terminus Investment Management July 2013 - Present
Fammex, LLC 1994 - Present
Blackwatch Financial, LLC January 2009 - December 2013
Sensible Dental August 2011 - December 2012
Campus Federal Credit Union April 2006 - August 2011
Dow Louisiana Federal Credit Union August 2003 - March 2006
Keypoint Federal Credit Union January 2002 - August 2005
Charles Schwab November 1998 - March 2001
Olde Discount Brokers / H&R Block Financial May 1997 - November 1998
Skills
Loans, Credit Analysis, Credit, Commercial Lending, Executive Management, Small Business Lending, Pricing, Financial Analysis, Strategic Planning, Business Planning, Financial Modeling, Contract Negotiation, Negotiation, Sales Management, Process Engineering, Planning, Customer Relations, Mergers, Healthcare, Public Relations, Start-ups, Accounting, Due Diligence, Account Management, Compliance, Investments, Financial Management, Budgeting, Risk Management, Insurance, Forecasting, Valuation, Management Consulting, Change Management, P&L, Restructuring, Financial Reporting, Business Analysis, Operations Management, Asset Management, Business Strategy, New Business Development, Selling, Budgets, Business Development, Portfolio Management, Mergers & Acquisitions, Strategy, Analysis, Management
Education
Louisiana State University 2002 — 2005
Masters, Business Administration (MBA)
Louisiana State University 1990 — 1997
Bachelor of Science (B.S.), Finance
John H. Carter Company, Inc. October 2013 - Present
Terminus Investment Management July 2013 - Present
Fammex, LLC 1994 - Present
Blackwatch Financial, LLC January 2009 - December 2013
Sensible Dental August 2011 - December 2012
Campus Federal Credit Union April 2006 - August 2011
Dow Louisiana Federal Credit Union August 2003 - March 2006
Keypoint Federal Credit Union January 2002 - August 2005
Charles Schwab November 1998 - March 2001
Olde Discount Brokers / H&R Block Financial May 1997 - November 1998
Skills
Loans, Credit Analysis, Credit, Commercial Lending, Executive Management, Small Business Lending, Pricing, Financial Analysis, Strategic Planning, Business Planning, Financial Modeling, Contract Negotiation, Negotiation, Sales Management, Process Engineering, Planning, Customer Relations, Mergers, Healthcare, Public Relations, Start-ups, Accounting, Due Diligence, Account Management, Compliance, Investments, Financial Management, Budgeting, Risk Management, Insurance, Forecasting, Valuation, Management Consulting, Change Management, P&L, Restructuring, Financial Reporting, Business Analysis, Operations Management, Asset Management, Business Strategy, New Business Development, Selling, Budgets, Business Development, Portfolio Management, Mergers & Acquisitions, Strategy, Analysis, Management
Education
Louisiana State University 2002 — 2005
Masters, Business Administration (MBA)
Louisiana State University 1990 — 1997
Bachelor of Science (B.S.), Finance
Karen Berggren's Charles Schwab Experience April 2010 - February 2011
Job Technical Editor, Instructional Designer and QA Analyst at Accenture
Industry Writing and Editing
Experience
Accenture April 2011 - Present
Charles Schwab April 2010 - February 2011
Leili McKinley Social Media Marketing April 2009 - November 2009
Lockheed Martin August 2008 - October 2008
Massachusetts Institute of Technology February 2008 - August 2008
Boston University August 2007 - December 2007
Biomimetic Systems, Inc December 2006 - May 2007
Massachusetts Institute of Technology March 2005 - October 2006
Boston College April 2004 - September 2004
Concerto Software, Inc April 2001 - February 2004
Skills
Content Development, Technical Editing, Editing, Instructional Design, Captivate, E-Learning, Technical Writing, Content Management, Dreamweaver, Creative Writing, Instructor-led Training, Software Documentation, Visio, Teaching, Copy Editing, SharePoint, Social Media, Writing, Management, Training, Needs Analysis, Blogging, Program Management, Public Speaking
Education
Lesley University 1989 — 1993
Candidate for Behavioral Science, B.S.
Lesley University
Accenture April 2011 - Present
Charles Schwab April 2010 - February 2011
Leili McKinley Social Media Marketing April 2009 - November 2009
Lockheed Martin August 2008 - October 2008
Massachusetts Institute of Technology February 2008 - August 2008
Boston University August 2007 - December 2007
Biomimetic Systems, Inc December 2006 - May 2007
Massachusetts Institute of Technology March 2005 - October 2006
Boston College April 2004 - September 2004
Concerto Software, Inc April 2001 - February 2004
Skills
Content Development, Technical Editing, Editing, Instructional Design, Captivate, E-Learning, Technical Writing, Content Management, Dreamweaver, Creative Writing, Instructor-led Training, Software Documentation, Visio, Teaching, Copy Editing, SharePoint, Social Media, Writing, Management, Training, Needs Analysis, Blogging, Program Management, Public Speaking
Education
Lesley University 1989 — 1993
Candidate for Behavioral Science, B.S.
Lesley University
Jeffrey Hoelderlin's Charles Schwab Experience February 2010 - Present
Job Financial Consultant
Industry Financial Services
Experience
Charles Schwab February 2010 - Present
Education
Lehigh University 2000 — 2004
Charles Schwab February 2010 - Present
Education
Lehigh University 2000 — 2004
Eric Johannes, CFP®'s Charles Schwab Experience December 2012 - Present
Job Independent Branch Leader at Charles Schwab
Industry Financial Services
Experience
Charles Schwab December 2012 - Present
Northwestern Mutual June 1996 - November 2012
Education
Loras College 1992 — 1996
B.A., Finance
Charles Schwab December 2012 - Present
Northwestern Mutual June 1996 - November 2012
Education
Loras College 1992 — 1996
B.A., Finance
Paulette J Barrett's Charles Schwab Experience January 2000 - August 2003
Job Benefits Expert Seeking Opportunity to Provide Companies with Successful Enrollments | Licensed in Multiple States
Industry Insurance
Experience
Independent Consulting January 2012 - Present
Sanofi August 2003 - January 2012
Charles Schwab January 2000 - August 2003
American Express December 1994 - January 2000
Skills
Sales Force Development, Sales Effectiveness, Sales Management, Sales Operations, Direct Sales, Sales Presentations, Pharmaceutical Sales, Employee Benefits, Voluntary Employee..., Open Enrollment, Online Enrollment, Concierge Services, Comprehensive Planning, Written & Oral..., Entrepreneurship, Medical Education, Relationship Management, Building Relationships, Relationship Marketing, Leadership, Team Leadership, Pharmaceutical Industry, Cardiology, Diabetes, Hospitals, Hospital Sales, Selling, Infectious Diseases, Urology, Key Account Management, Sales, Allergy, Medical Devices, Oncology, Cold Calling, Managed Care, Account Management, Internal Medicine, Orthopedic, Selling Skills, Disability Insurance, Long-term Care, Endocrinology, Gastroenterology, Pulmonology, Dermatology, Product Launch
Education
Lincoln University (MO)
BS
jeremy north
Independent Consulting January 2012 - Present
Sanofi August 2003 - January 2012
Charles Schwab January 2000 - August 2003
American Express December 1994 - January 2000
Skills
Sales Force Development, Sales Effectiveness, Sales Management, Sales Operations, Direct Sales, Sales Presentations, Pharmaceutical Sales, Employee Benefits, Voluntary Employee..., Open Enrollment, Online Enrollment, Concierge Services, Comprehensive Planning, Written & Oral..., Entrepreneurship, Medical Education, Relationship Management, Building Relationships, Relationship Marketing, Leadership, Team Leadership, Pharmaceutical Industry, Cardiology, Diabetes, Hospitals, Hospital Sales, Selling, Infectious Diseases, Urology, Key Account Management, Sales, Allergy, Medical Devices, Oncology, Cold Calling, Managed Care, Account Management, Internal Medicine, Orthopedic, Selling Skills, Disability Insurance, Long-term Care, Endocrinology, Gastroenterology, Pulmonology, Dermatology, Product Launch
Education
Lincoln University (MO)
BS
jeremy north
gregg fledderman's Charles Schwab Experience February 1991 - November 2006
Job Financial Advisor at MassMutual Oregon
Industry Investment Management
Experience
MassMutual Oregon April 2013 - Present
Self-Employed February 2012 - March 2013
AXA Advisors, LLC September 2011 - February 2012
Self-Employed August 2010 - August 2011
Atlas Capital Advisors, LLC November 2009 - August 2010
Alamo Capital 2008 - January 2009
Charles Schwab February 1991 - November 2006
Skills
Investments, Securities, Equities, Options, Stocks, Asset, Financial Risk, Series 7, Series 63, Mutual Funds
Education
San Francisco Art Institute 1973 — 1979
B.F.A., Visual Art
Linfield College 1971 — 1973
History, Sociology, Political Science
MassMutual Oregon April 2013 - Present
Self-Employed February 2012 - March 2013
AXA Advisors, LLC September 2011 - February 2012
Self-Employed August 2010 - August 2011
Atlas Capital Advisors, LLC November 2009 - August 2010
Alamo Capital 2008 - January 2009
Charles Schwab February 1991 - November 2006
Skills
Investments, Securities, Equities, Options, Stocks, Asset, Financial Risk, Series 7, Series 63, Mutual Funds
Education
San Francisco Art Institute 1973 — 1979
B.F.A., Visual Art
Linfield College 1971 — 1973
History, Sociology, Political Science
Ashlyn Shellito's Charles Schwab Experience June 2015 - Present
Job Software Engineer
Industry Research
Experience
University of Colorado Boulder August 2015 - Present
Charles Schwab June 2015 - Present
Fermilab August 2014 - May 2015
Fermilab August 2013 - April 2015
Caltech June 2014 - August 2014
Fermilab August 2013 - June 2014
Fermilab June 2013 - August 2013
TGI Fridays 2010 - 2013
Industrial Test Systems, Inc. May 2007 - August 2007
Skills
C++, Python, LaTeX, ROOT, x86 Assembly, Programming, Mathematica, Radiation Safety, Data Analysis, Time Management, Inventory Management, Customer Service, Event Management, Sales, Event Planning, Retail, Merchandising, Visual Merchandising, Microsoft Office, Research, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Physics, Photosensors, Numerical Analysis, Julia/Jupyter, RobotC, Plotly, MadGraph, Geant4, G4beamline, Experimentation, Simulations, Matlab, Science, Sensors, Analysis
Education
University of Colorado Boulder 2015 — 2016
Bachelor of Science (B.S.), Physics
Northern Illinois University 2013 — 2015
Bachelor of Science (BS), Physics
Collin College 2011 — 2013
Associate of Science (A.S.), Computer Science
Arkansas School for Mathematics and Sciences
Diploma, Honors, Physical Sciences
Lake Forest College
Physical Chemistry
University of Colorado Boulder August 2015 - Present
Charles Schwab June 2015 - Present
Fermilab August 2014 - May 2015
Fermilab August 2013 - April 2015
Caltech June 2014 - August 2014
Fermilab August 2013 - June 2014
Fermilab June 2013 - August 2013
TGI Fridays 2010 - 2013
Industrial Test Systems, Inc. May 2007 - August 2007
Skills
C++, Python, LaTeX, ROOT, x86 Assembly, Programming, Mathematica, Radiation Safety, Data Analysis, Time Management, Inventory Management, Customer Service, Event Management, Sales, Event Planning, Retail, Merchandising, Visual Merchandising, Microsoft Office, Research, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Physics, Photosensors, Numerical Analysis, Julia/Jupyter, RobotC, Plotly, MadGraph, Geant4, G4beamline, Experimentation, Simulations, Matlab, Science, Sensors, Analysis
Education
University of Colorado Boulder 2015 — 2016
Bachelor of Science (B.S.), Physics
Northern Illinois University 2013 — 2015
Bachelor of Science (BS), Physics
Collin College 2011 — 2013
Associate of Science (A.S.), Computer Science
Arkansas School for Mathematics and Sciences
Diploma, Honors, Physical Sciences
Lake Forest College
Physical Chemistry
William O. Hicks's Charles Schwab Experience February 1993 - February 2010
Job President, Desert Sky Wealth Management, LLC
Industry Financial Services
Experience
Get Insured August 2013 - September 2014
Desert Sky Wealth Management, LLC May 2011 - April 2014
Charles Schwab February 1993 - February 2010
IDS /American Express August 1992 - February 1993
Skills
Wealth Management, Business Planning, Mutual Funds, Retirement Planning, Financial Analysis, Portfolio Management, Strategic Financial..., Relationship Management, Insurance, Investments, Risk Management, Financial Risk, Fixed Annuities, Financial Advisory, Management, Financial Planning, Series 7
Education
Lake Superior State University 1972 — 1976
BA, Pre-Law
Lake Superior State University
Pre-Law Studies
Get Insured August 2013 - September 2014
Desert Sky Wealth Management, LLC May 2011 - April 2014
Charles Schwab February 1993 - February 2010
IDS /American Express August 1992 - February 1993
Skills
Wealth Management, Business Planning, Mutual Funds, Retirement Planning, Financial Analysis, Portfolio Management, Strategic Financial..., Relationship Management, Insurance, Investments, Risk Management, Financial Risk, Fixed Annuities, Financial Advisory, Management, Financial Planning, Series 7
Education
Lake Superior State University 1972 — 1976
BA, Pre-Law
Lake Superior State University
Pre-Law Studies
Leo Prochelo's Charles Schwab Experience
Job Technical Account Representative at Charles Schwab
Industry Financial Services
Experience
Charles Schwab
Skills
Account Management, New Business Development, Management, Insurance, Sales
Education
Loras College 1976 — 1978
BA
Charles Schwab
Skills
Account Management, New Business Development, Management, Insurance, Sales
Education
Loras College 1976 — 1978
BA
Denis Emelyanov's Charles Schwab Experience July 2004 - April 2008
Job Senior QA Analyst (contractor) at Nuffield Health
Industry Information Technology and Services
Experience
Nuffield Health May 2014 - Present
TD Ameritrade August 2009 - May 2014
London Stock Exchange April 2009 - August 2009
Infinium Capital January 2009 - April 2009
Barclays August 2008 - January 2009
Thomson Reuters April 2008 - August 2008
Charles Schwab July 2004 - April 2008
Skills
Test Automation, Regression Testing, Testing, Software Quality..., Quality Assurance, Test Planning, Test Cases, Quality Center, Integration, HP Quality Center, JIRA, Defect Tracking, Automation, User Acceptance Testing, Test Strategy, System Testing, System Integration..., QTP, Manual Testing, Functional Testing, Automated Software..., HP QTP, Java, Selenium WebDriver, OpenCV, JavaFX, SalesForce, VBScript, RESTful WebServices, TestNG, XML, JSON, SQL, Trading Systems, Agile Methodologies, Scrum, Unit Testing, JavaScript, HTML, CSS, PHP, Linux, Forex, Capital Markets, Options Strategies, Futures Trading, FIX protocol
Education
Lomonosov Moscow State University (MSU) 1995 — 2002
Specialist, Inorganic Chemistry
Nuffield Health May 2014 - Present
TD Ameritrade August 2009 - May 2014
London Stock Exchange April 2009 - August 2009
Infinium Capital January 2009 - April 2009
Barclays August 2008 - January 2009
Thomson Reuters April 2008 - August 2008
Charles Schwab July 2004 - April 2008
Skills
Test Automation, Regression Testing, Testing, Software Quality..., Quality Assurance, Test Planning, Test Cases, Quality Center, Integration, HP Quality Center, JIRA, Defect Tracking, Automation, User Acceptance Testing, Test Strategy, System Testing, System Integration..., QTP, Manual Testing, Functional Testing, Automated Software..., HP QTP, Java, Selenium WebDriver, OpenCV, JavaFX, SalesForce, VBScript, RESTful WebServices, TestNG, XML, JSON, SQL, Trading Systems, Agile Methodologies, Scrum, Unit Testing, JavaScript, HTML, CSS, PHP, Linux, Forex, Capital Markets, Options Strategies, Futures Trading, FIX protocol
Education
Lomonosov Moscow State University (MSU) 1995 — 2002
Specialist, Inorganic Chemistry
Jon Meek's Charles Schwab Experience January 2000 - January 2001
Job Human Resources Professional
Industry Human Resources
Experience
The Home Depot June 2006 - June 2010
Crisper's, LLC March 2005 - March 2006
FBW, Inc October 2003 - March 2005
Ceridian April 2002 - August 2003
Morning Star, Inc January 2001 - January 2002
Charles Schwab January 2000 - January 2001
Merrill Lynch January 1997 - January 2000
BajaSouth January 1994 - January 1997
Education
Le Moyne College
BS, Business Administration / Marketing
The Home Depot June 2006 - June 2010
Crisper's, LLC March 2005 - March 2006
FBW, Inc October 2003 - March 2005
Ceridian April 2002 - August 2003
Morning Star, Inc January 2001 - January 2002
Charles Schwab January 2000 - January 2001
Merrill Lynch January 1997 - January 2000
BajaSouth January 1994 - January 1997
Education
Le Moyne College
BS, Business Administration / Marketing
Clint Capshaw's Charles Schwab Experience November 1991 - June 2012
Job Vice President and Regional Branch Executive at Charles Schwab Retired
Industry Financial Services
Experience
Charles Schwab November 1991 - June 2012
Education
Louisiana Tech University 1972 — 1978
Master of Business Administration (MBA), Finance, General
Charles Schwab November 1991 - June 2012
Education
Louisiana Tech University 1972 — 1978
Master of Business Administration (MBA), Finance, General
Ann Harney's Charles Schwab Experience January 2003 - August 2004
Job Advisor Associate at Voutsaras Financial
Industry Financial Services
Experience
Voutsaras Financial July 2010 - Present
Ameriprise Financial Services, Inc. September 2004 - February 2010
Charles Schwab January 2003 - August 2004
Education
Lansing Community College
Associates, General / Business
Voutsaras Financial July 2010 - Present
Ameriprise Financial Services, Inc. September 2004 - February 2010
Charles Schwab January 2003 - August 2004
Education
Lansing Community College
Associates, General / Business
Sonesh Shrestha's Charles Schwab Experience July 2009 - October 2010
Job Application System Engineer at Wells Fargo
Industry Computer Software
Experience
Wells Fargo September 2013 - Present
Infusion Development November 2010 - September 2013
Credit Suisse November 2010 - September 2013
Charles Schwab July 2009 - October 2010
Expo Tech Inc February 2009 - June 2009
Wells Fargo April 2008 - January 2009
Skills
WCF, WPF, .NET, Silverlight, C#, TFS, Agile Methodologies, LINQ, ASP.NET, TDD, WinForms, ASP.NET MVC, NUnit, Web Services, Microsoft SQL Server, Design Patterns
Education
Lamar University 2006 — 2007
Master's degree
Tribhuvan Vishwavidalaya 2000 — 2004
Bachelor's degree
St. Xavier's 1998 — 2000
Wells Fargo September 2013 - Present
Infusion Development November 2010 - September 2013
Credit Suisse November 2010 - September 2013
Charles Schwab July 2009 - October 2010
Expo Tech Inc February 2009 - June 2009
Wells Fargo April 2008 - January 2009
Skills
WCF, WPF, .NET, Silverlight, C#, TFS, Agile Methodologies, LINQ, ASP.NET, TDD, WinForms, ASP.NET MVC, NUnit, Web Services, Microsoft SQL Server, Design Patterns
Education
Lamar University 2006 — 2007
Master's degree
Tribhuvan Vishwavidalaya 2000 — 2004
Bachelor's degree
St. Xavier's 1998 — 2000
T. Lambert's Charles Schwab Experience June 2015 - Present
Job Manager, Operational Risk Management
Industry Financial Services
Experience
Charles Schwab June 2015 - Present
Charles Schwab April 2014 - June 2015
Renewable Energy Systems Americas Inc. October 2013 - April 2014
Goldman Sachs June 2012 - June 2013
Citi May 2005 - June 2012
Fish & Richardson P.C. 2003 - 2004
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2000 - 2003
Skills
Business Analysis, Risk Assessment, Financial Analysis, Information Security, Process Improvement, Project Management, Compliance Oversight, Process Analysis, Records Management, Audit Management, Vendor Management Skills, Fixed Income, Legal Compliance, Business Process..., Compliance Procedures, Due Diligence, Vendor Management, Risk Management, Financial Services, Management, Financial Risk, Mergers & Acquisitions, Finance
Education
Long Island University, C.W. Post Campus
Master of Arts (MA)
Saint John Fisher College
Bachelor of Arts (BA)
Charles Schwab June 2015 - Present
Charles Schwab April 2014 - June 2015
Renewable Energy Systems Americas Inc. October 2013 - April 2014
Goldman Sachs June 2012 - June 2013
Citi May 2005 - June 2012
Fish & Richardson P.C. 2003 - 2004
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2000 - 2003
Skills
Business Analysis, Risk Assessment, Financial Analysis, Information Security, Process Improvement, Project Management, Compliance Oversight, Process Analysis, Records Management, Audit Management, Vendor Management Skills, Fixed Income, Legal Compliance, Business Process..., Compliance Procedures, Due Diligence, Vendor Management, Risk Management, Financial Services, Management, Financial Risk, Mergers & Acquisitions, Finance
Education
Long Island University, C.W. Post Campus
Master of Arts (MA)
Saint John Fisher College
Bachelor of Arts (BA)
Ailin Andrea Doman's Charles Schwab Experience July 1993 - August 1998
Job SVP, Talent at UMT Consulting Group
Industry Human Resources
Experience
UMT Consulting Group June 2015 - Present
EY July 2014 - June 2015
Various September 2012 - July 2014
PwC July 2006 - August 2012
Bank of America September 2003 - June 2006
EMP November 2000 - September 2003
Idealab September 1998 - October 2000
Charles Schwab July 1993 - August 1998
Skills
Bilingual..., Strategy, Start-ups, Leadership, Recruiting, Talent Acquisition, Business Development, Management, Mergers & Acquisitions, Human Resources, Succession Planning, Social Media Marketing, Venture Capital, Customer Retention, Research, Financial Advisory
Education
Loyola Marymount University 1993 — 1997
Bachelor's Degree, Humanities, Art History
University of California, Los Angeles
Professional Certification, Human Resources Management/Personnel Administration, General
UMT Consulting Group June 2015 - Present
EY July 2014 - June 2015
Various September 2012 - July 2014
PwC July 2006 - August 2012
Bank of America September 2003 - June 2006
EMP November 2000 - September 2003
Idealab September 1998 - October 2000
Charles Schwab July 1993 - August 1998
Skills
Bilingual..., Strategy, Start-ups, Leadership, Recruiting, Talent Acquisition, Business Development, Management, Mergers & Acquisitions, Human Resources, Succession Planning, Social Media Marketing, Venture Capital, Customer Retention, Research, Financial Advisory
Education
Loyola Marymount University 1993 — 1997
Bachelor's Degree, Humanities, Art History
University of California, Los Angeles
Professional Certification, Human Resources Management/Personnel Administration, General
Matthew Code's Charles Schwab Experience 2004 - Present
Job
Industry Marketing and Advertising
Experience
Charles Schwab 2004 - Present
Lakeland Community College August 1997 - August 2008
Desberg & Associates May 1995 - March 2004
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Lakeland Community College
Associate of Arts and Sciences (A.A.S.), Graphic Design
Charles Schwab 2004 - Present
Lakeland Community College August 1997 - August 2008
Desberg & Associates May 1995 - March 2004
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Lakeland Community College
Associate of Arts and Sciences (A.A.S.), Graphic Design
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Ameriprise Financial Services, Inc.
Citibank